How to Generate New Quotations for the Lead from Sales CRM?
Step 1➖ First Login to BORG ERP and click on the “ Sales CRM ”.
Step 2➖Click on the toggle button located in the top left corner of Admin dashboard to expand the menu options.Click on the “Manage Quotation and then Generate New Quote”.
Step 3➖Clicking on 'Generate New Quote' opens a new page where you can generate a new quote.
Step 4➖Click on the Checkbox next to the lead you want to generate a quote for, then select Quote Type from the Dropdown and then click on Generate Quote Button.
Step 5➖Clicking on the 'Generate Quote' button opens a new page where you can Create a quotation.
Step 6➖To Add Rows for different products or services, click the "Add Row" button. To delete a row, check the checkbox of the row and then click on the "Delete" button. After entering all the necessary details, click the "Generate Quote" button to create the quote.
Admin Did this page
help you?
LikeYes
DislikeNo
.png)