How to create a proposal or quote from the CRM module? : Osmos Cloud

How can we help you today?

How to create a proposal or quote from the CRM module? Print

Modified on: Fri, 20 Jul, 2018 at 10:39 AM

To create a new quote from your CRM module, simply go to the edition mode with the selected lead. Open the quotation section and click on "Create Quote".

NOTE: A quote can NOT be converted into a contract or invoice from the CRM module.You'll need to convert your quote into a contract or invoice directly from quote module.

Did you find it helpful? Yes No

Help Desk Software by Freshdesk

How can we help you today?

How to create a proposal or quote from the CRM module? Print

Related Articles