Sales Opportunity Process

Default Setting for Recalculating Pricing & Discounts

How to turn on the Default Setting for Recalculating Pricing & Discounts when Copying Products from other Quotes.

Written by Isobel Honour
Updated over a week ago

Quote Line Search Options

Disable or Enable Suggested Products or Recently Searched options for Quote Line Product Search.

Written by Isobel Honour
Updated over a week ago

Confirming a Quote

This article outlines how to confirm a Quote within the CRM.

Written by Isobel Honour
Updated over a week ago

Confirming a Sales Order

This article outlines how to confirm a Sales Order within the CRM.

Written by Isobel Honour
Updated over a week ago

Resequencing Upsell Manager Products

This article outlines how to resequence Upsell Manager products on a Quote.

Written by Isobel Honour
Updated over a week ago

Adding Quote Groupings to a Quote

This articles outlines how to add Quote Groupings to your Quote.

Written by Isobel Honour
Updated over a week ago

Reserving Stock when Quoting

This article outlines how to reserve stock when quoting within the CRM.

Written by Isobel Honour
Updated over a week ago

Reserving Stock for Pre-season Estimates

This article outlines how to reserve stock for pre-season estimates when quoting within the CRM.

Written by Isobel Honour
Updated over a week ago

CRM Product Creation

This article outlines how to create products in the Accounting System at the point of Order Confirmation.

Written by Isobel Honour
Updated over a week ago

Different Upsell Manager Links Explained

This article outlines the different Upsell Manager Link options available within the CRM.

Written by Isobel Honour
Updated over a week ago

Using Upsell Manager Links when Quoting

This article outlines how to add products to your Quote using the Upsell Manager Links.

Written by Isobel Honour
Updated over a week ago

Using Product Packs when Quoting

This article outlines how to use Product Packs when adding products to a Quote.

Written by Isobel Honour
Updated over a week ago

Different Ways of Adding Products to a Quote

This article outlines the different ways of adding products to your Quote within the CRM.

Written by Isobel Honour
Updated over a week ago

Copying Quote Lines

This article outlines how to copy existing Quote lines to a new Quote.

Written by Isobel Honour
Updated over a week ago

Adding Products to a Quote Using Quick Search

This article outlines how to add products to a Quote using the Quick Search.

Written by Isobel Honour
Updated over a week ago

Adding Products to a Quote using Multi-line Order Entry

This article outlines how to add products to your Quote using Multi-line Order Entry

Written by Isobel Honour
Updated over a week ago

Using your Product Restrictions

This article outlines how to use your configured Product Restrictions within the CRM.

Written by Isobel Honour
Updated over a week ago

3 Reasons why you should use Product Restrictions

This article outlines particular scenarios when product restrictions within the CRM could help your business.

Written by Isobel Honour
Updated over a week ago

Adding Products to a Quote from Recent Purchase History

This article outlines how to add products using the Recently Purchased search to your Quote.

Written by Isobel Honour
Updated over a week ago

Importing Products to a Quote from a CSV/Excel File

This article outlines how to import products to a Quote from a CSV or Excel file.

Written by Isobel Honour
Updated over a week ago

Performing Bulk Actions on Quote Lines

This article outlines how to perform bulk actions when editing Quote lines on a Quote within the CRM.

Written by Isobel Honour
Updated over a week ago

Configuring Opportunity Statuses

This article outlines how to configure your Opportunity Statuses within the CRM.

Written by Isobel Honour
Updated over a week ago

Configure Opportunity Analysis

This article will outline how to configure your Opportunity Analysis within the CRM.

Written by Isobel Honour
Updated over a week ago

Configure Opportunity Size & Margin

This article will outline how to configure your Opportunity Size & Margin within the CRM.

Written by Isobel Honour
Updated over a week ago

Configure your Opportunity Sources

This article will outline how to configure your Opportunity Sources within the CRM.

Written by Jess Heald
Updated over a week ago

Sales - Introduction

This article introduces the sales topic and which levels of the CRM Hierarchy it will focus on.

Written by Isobel Honour
Updated over a week ago

Standard Sales Reports Available

This article outlines the standard Sales Reports available within the CRM.

Written by Isobel Honour
Updated over a week ago

Configuring Opportunity Pipelines

This article outlines how to configure your Opportunity Pipelines within the CRM.

Written by Isobel Honour
Updated over a week ago

Using your Quote Document Template

This article outlines how to use your Quote Document templates within the CRM.

Written by Isobel Honour
Updated over a week ago

Worst, Likely & Best Figures Explained

This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.

Written by Isobel Honour
Updated over a week ago

Using Opportunity Pipelines

This article outlines how to use the Opportunity Pipelines within the CRM for your Sales Opportunity Process.

Written by Isobel Honour
Updated over a week ago

At a Glance Information - Division Level

This article outlines where you can find the At a Glance information at Division level within the CRM.

Written by Isobel Honour
Updated over a week ago

Opportunity, Quotation & Sales Order Defined

This article aims to determine when to use an Opportunity, Quotation & Sales Order, whilst establishing their main differences.

Written by Isobel Honour
Updated over a week ago

Creating a Sales Order

This article outlines how to create a Sales Order within the CRM.

Written by Isobel Honour
Updated over a week ago

Creating a Quote Under a Division/Contact

This article outlines how to create a Quote under a Division or Contact.

Written by Isobel Honour
Updated over a week ago

Creating a New Opportunity

This article outlines how to create a new Opportunity under a Contact.

Written by Isobel Honour
Updated over a week ago

Creating a Quote under an Opportunity or Problem

This article outlines how to add product lines and create a Quote under a Opportunity or Problem.

Written by Isobel Honour
Updated over a week ago

Changing a Status

This article outlines how to set and change a status on an Opportunity or Problem.

Written by Isobel Honour
Updated over a week ago

Template Quotes

This article outlines how to use Template Quotes to create new Quotes within the CRM.

Written by Isobel Honour
Updated over a week ago

Allow Editable Descriptions, Prices & Discounts on a Quote

This article outlines how to enable editing of certain fields on the line of a Quote.

Written by Isobel Honour
Updated over a week ago

Setting a Sales Ledger on a Division

This article will outline how to search for and associate a Sales Ledger with a Division.

Written by Isobel Honour
Updated over a week ago