Quote Management Training Class
Quote Management is a planned series of activities at every stage of your sales quotes pipeline used as a roadmap for moving your quote forward to an actual order. Our training class follows this roadmap from customer creation via the Customer Relationship Management module through Accounts Receivable Invoice processing.
Setup
- Customer
- Customer Group
- Price Lists
General Operations
- Opportunity / Quote Entry
- Customer Tracker
- Part Tracker
- Job Tracker
- Order Tracker
- Purchase Order Tracker
If you want to try one of these modules for yourself, click the button below and you'll be sent to your cart for purchase!