Sales and Marketing Module

 

 

 

 

Button

Associated Functionality

Prospects

View a list of Prospects

Create a New Prospect

Edit a Prospect

Mark a Prospect as dead.

View detailed record for a Prospect

View Call History for a Prospect

Add a Call Record for a Prospect.

Calls

Viewing Call List

Scheduling a Call with a Company

Quotes

View Quote List

Enquiries

View a list of Enquries

Create a New Enquiry

View Enquiry Detail

Create a quote from an enquiry

Send a quote.

Promote a quote to a Job Order

 

 

 

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