Creating BackOffice Sales Quote as an Admin
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.
The Bookings page will be displayed.
Click ADD BOOKING.
Create a back-office booking.
Refer to https://ideabubble.atlassian.net/l/c/Q7dK6bGo for a complete guide on back-office bookings, including how to create them.
Ensure to leave the Purchase order number blank.
Click Create Sales Quote.
Prerequisite: Ensure you have selected the Sales Quote Payment option when creating the schedule.
Outcomes:
A Sales Quote confirmation mail will be sent to the lead booker.
Delegates added during the Backoffice booking will be invited to log in.
A Sales quote booking will be created with a unique Booking ID.
Attendance sheets will not display the delegates.
Reports do not include sales quote income or booking numbers.