Benefits of using Sales Quotes
Admin can build a sales funnel of potential sales
Automatic reminder emails can be sent to sales quote bookings
Example x days after booking, send reminder, x days before training starts.
Remove the manual admin process of sending Sales Quote information
Run reports on Sales Quote booking
Review why sales quotes bookings did not convert
Once admin receives a PO, Just enter the PO and save, it is now a confirmed booking
How to create a Sales Quote Booking
Log in to the website as an Admin.
Navigate the Bookings module.
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