Sales - Revision history

Dina at 13:43, 8 July 2020

2020-07-08T13:43:03Z

Show changes

Dina at 10:14, 24 May 2020

2020-05-24T10:14:40Z

Show changes

Dina: /* Managing Quotes using Opportunities */

2016-01-12T09:35:56Z

Managing Quotes using Opportunities

← Older revision		Revision as of 09:35, 12 January 2016
Line 264:		Line 264:
	In case you want to use other external Quoting system, you can manage the quotes in CommitCRM under Sales Opportunities in one of the following ways:		In case you want to use other external Quoting system, you can manage the quotes in CommitCRM under Sales Opportunities in one of the following ways:
	# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing External Quotes in CommitCRM\|Storing external Quotes in CommitCRM]].		# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing External Quotes in CommitCRM\|Storing external Quotes in CommitCRM]].
	# '''Use CommitCRM-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|CommitCRM-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|~~Commit~~-QuoteWerks Link]].		# '''Use CommitCRM-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|CommitCRM-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|CommitCRM-QuoteWerks Link]].

	'''Storing External Quotes in CommitCRM'''<br>		'''Storing External Quotes in CommitCRM'''<br>
Line 271:		Line 271:
	Note: CommitCRM provides an internal built-in [[Quotes\|Quoting module]] for your convenience.		Note: CommitCRM provides an internal built-in [[Quotes\|Quoting module]] for your convenience.
	<br>		<br>

	== Managing Prospects ==		== Managing Prospects ==
	Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account.		Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account.

Robert: /* See Also */

2014-08-24T11:57:47Z

Robert at 13:35, 29 August 2013

2013-08-29T13:35:34Z

← Older revision		Revision as of 13:35, 29 August 2013
Line 264:		Line 264:
	In case you want to use other external Quoting system, you can manage the quotes in CommitCRM under Sales Opportunities in one of the following ways:		In case you want to use other external Quoting system, you can manage the quotes in CommitCRM under Sales Opportunities in one of the following ways:
	# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing External Quotes in CommitCRM\|Storing external Quotes in CommitCRM]].		# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing External Quotes in CommitCRM\|Storing external Quotes in CommitCRM]].
	# '''Use ~~Commit~~-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|~~Commit~~-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''Use CommitCRM-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|CommitCRM-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].

	'''Storing External Quotes in CommitCRM'''<br>		'''Storing External Quotes in CommitCRM'''<br>

Sheli at 19:03, 18 November 2011

2011-11-18T19:03:14Z

@@ Line 239: / Line 239: @@
 <br>
 ==Managing Quotes==
 Quotes are your way to propose products and services to your customers.
@@ Line 247: / Line 258: @@
 <br><br>
 ''Note: In case you want to create your Quotes elsewhere (e.g. using an external Quoting program), you may wish to manage the Quotes in CommitCRM. This can be done by linking the external Quote to Sales Opportunities. See more details in [[Sales#Managing Quotes using Opportunities|Managing Quotes using Opportunities]] below.''
 === Managing Quotes using Opportunities ===
 Note: CommitCRM provides an internal built-in [[Quotes|Quoting module]] for your convenience.
@@ Line 259: / Line 271: @@
 Note: CommitCRM provides an internal built-in [[Quotes|Quoting module]] for your convenience.
 <br>
 == Managing Prospects ==
 Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account.

Sheli: /* Managing Quotes using Opportunities */

2011-11-18T19:01:48Z

Managing Quotes using Opportunities

← Older revision		Revision as of 19:01, 18 November 2011
Line 239:		Line 239:

	<br>		<br>
	== Managing Quotes using Opportunities ==		==Managing Quotes==
	Note: CommitCRM provides an internal [[Quotes\|Quoting module]] for your convenience.		Quotes are your way to propose products and services to your customers.

			CommitCRM provides an internal built-in [[Quotes\|Quoting module]] that provide an easy way to define and create sales quotes and proposals for products and services, using your Items list and your Account database.
			<br><br>
			>> [[Quotes\|Click for the complete Quoting module user manual]].
			<br><br>
			''Note: In case you want to create your Quotes elsewhere (e.g. using an external Quoting program), you may wish to manage the Quotes in CommitCRM. This can be done by linking the external Quote to Sales Opportunities. See more details in [[Sales#Managing Quotes using Opportunities\|Managing Quotes using Opportunities]] below.''
			=== Managing Quotes using Opportunities ===
			Note: CommitCRM provides an internal built-in [[Quotes\|Quoting module]] for your convenience.

	In case you want to use other external Quoting system, you can manage the quotes in CommitCRM under Sales Opportunities in one of the following ways:		In case you want to use other external Quoting system, you can manage the quotes in CommitCRM under Sales Opportunities in one of the following ways:
Line 246:		Line 254:
	# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].

	~~===~~Storing External Quotes in CommitCRM~~===~~		'''Storing External Quotes in CommitCRM'''<br>
	In case you want to use an external Quoting system (besides QuoteWerks), you can then store the file as a document under the Opportunity. To do this, save the quote as an external file (such as a Word, Excel, PDF, RTF document) and link it to the relevant Opportunity in CommitCRM by dragging the file and dropping it onto the CommitCRM application window. If the quoting software you use does not support the saving-to-file option, simply try printing it to PDF and file the PDF file under the opportunity in CommitCRM. You can then send quotes by e-mail, either as an attached file.		In case you want to use an external Quoting system (besides QuoteWerks), you can then store the file as a document under the Opportunity. To do this, save the quote as an external file (such as a Word, Excel, PDF, RTF document) and link it to the relevant Opportunity in CommitCRM by dragging the file and dropping it onto the CommitCRM application window. If the quoting software you use does not support the saving-to-file option, simply try printing it to PDF and file the PDF file under the opportunity in CommitCRM. You can then send quotes by e-mail, either as an attached file.

	Note: CommitCRM provides an internal [[Quotes\|Quoting module]] for your convenience.		Note: CommitCRM provides an internal built-in [[Quotes\|Quoting module]] for your convenience.
	<br>		<br>

Sheli: /* Managing Quotes using Opportunities */

2011-11-14T20:26:15Z

Managing Quotes using Opportunities

← Older revision		Revision as of 20:26, 14 November 2011
Line 240:		Line 240:
	<br>		<br>
	== Managing Quotes using Opportunities ==		== Managing Quotes using Opportunities ==
			Note: CommitCRM provides an internal [[Quotes\|Quoting module]] for your convenience.

	In ~~CommitCRM~~ you can manage quotes under Sales Opportunities in the following ways:		In case you want to use other external Quoting system, you can manage the quotes in CommitCRM under Sales Opportunities in one of the following ways:
	# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing External Quotes in CommitCRM\|Storing external Quotes in CommitCRM]].		# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing External Quotes in CommitCRM\|Storing external Quotes in CommitCRM]].
	# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].

Sheli: /* Managing Quotes using Opportunities */

2011-11-14T20:25:13Z

Managing Quotes using Opportunities

← Older revision		Revision as of 20:25, 14 November 2011
Line 242:		Line 242:

	In CommitCRM you can manage quotes under Sales Opportunities in the following ways:		In CommitCRM you can manage quotes under Sales Opportunities in the following ways:
	# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#~~Storing_external_Quotes_in_CommitCRM~~\|Storing ~~your~~ Quotes in CommitCRM]].		# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing External Quotes in CommitCRM\|Storing external Quotes in CommitCRM]].
	# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].

Sheli: /* Managing Quotes using Opportunities */

2011-11-14T20:24:40Z

Managing Quotes using Opportunities

← Older revision		Revision as of 20:24, 14 November 2011
Line 242:		Line 242:

	In CommitCRM you can manage quotes under Sales Opportunities in the following ways:		In CommitCRM you can manage quotes under Sales Opportunities in the following ways:
	# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[~~Managing_Quotes~~#~~Storing_your_Quotes_in_CommitCRM~~\|Storing your Quotes in CommitCRM]].		# '''File Quotes as Documents''': <br>File the quotes you send to your customers as CommitCRM Documents (e.g. Excel, PDF, etc.) under the specific sales Opportunity they are related to. See more details in [[Sales#Storing_external_Quotes_in_CommitCRM\|Storing your Quotes in CommitCRM]].
	# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].		# '''Use Commit-QuoteWerks Link''': <br>Users working with QuoteWerks as their quoting system can use [[QuoteWerks_Link\|Commit-QuoteWerks Link]] to create and manage Quotes directly in QuoteWerks. See more details in [[QuoteWerks_Link\|Commit-QuoteWerks Link]].

			===Storing External Quotes in CommitCRM===
			In case you want to use an external Quoting system (besides QuoteWerks), you can then store the file as a document under the Opportunity. To do this, save the quote as an external file (such as a Word, Excel, PDF, RTF document) and link it to the relevant Opportunity in CommitCRM by dragging the file and dropping it onto the CommitCRM application window. If the quoting software you use does not support the saving-to-file option, simply try printing it to PDF and file the PDF file under the opportunity in CommitCRM. You can then send quotes by e-mail, either as an attached file.

			Note: CommitCRM provides an internal [[Quotes\|Quoting module]] for your convenience.
	<br>		<br>

← Older revision		Revision as of 11:57, 24 August 2014
Line 307:		Line 307:
	*[[Managing Prospects]]		*[[Managing Prospects]]
	*[[Managing Quotes]]		*[[Managing Quotes]]
			*[[To-do Lists]]
	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:Work Flows]]		[[Category:Work Flows]]