Sales & Leads Budgets You can manage budgets on Sales and Leads for salespersons. Further, you can compare the planned budgets against the actual...
Sales System Variables Sales System Variables are options applied to the sales modules including quote and lead management. To access this menu: RFQ...
Sales Process Workflow Create New Lead Click Sales > Leads. Click Create New Lead. Select Customer from dropdown list, if available, check and...
RFQ Management RFQ Management is a central hub to quickly access and manage quotes for clients. The list displays all quotes for...
House & Land Packages Managing House & Land Packages (HLP) streamlines listing creation for New Home Consultants. This process resembles creating a quote: The...
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