Record an enquiry 0:59
A new organisation asks for a price: lead, opportunity, quotation.
Transcript
Hi, I'm Zuzu. A new organisation has asked you for a price. Let's record the enquiry, so nothing gets missed.
Open Sales and quotes, then Leads, and click Add Lead.
Type the contact person, the organisation, and how to reach them.
Save (Ctrl+S). The lead is now in your list, with you as its owner.
When you know what they need, click Create, then Opportunity, and save. Your sales pipeline counts it from now on.
Ready to price it? Create, then Quotation. The organisation is already filled in. Carry on as in "Make a quotation".
That's it! Need a hand? Visit zenoziva.com
