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Copy Estimate in CRM

Step 1: Start by selecting "Sales" from the Dashboard.

Step 2: In the Sales section, choose "Estimates."

Step 3: Locate the estimate you want to copy (e.g., Warely QUO-245/12/2023).

Step 4: Click "More," then select "Copy Estimate."

Step 5: Provide the customer's company name and address, and add products as needed.

Step 6: After entering the details, click "Save" to save the copied estimate.

Create New Customer in CRM

Step 1: From the Dashboard, locate and select the "Customer" option. Step 2: In the Customer section...
Import Customer Data CRM Process

Step 1: Navigate to the Dashboard and choose the "Customer" option. Step 2: Within the Custome...
View Existing Contacts In CRM

Step 1: Access the Dashboard and select "Customer." Step 2: Within the Customer section, choose...
Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer." Step 2: In the Customer section, place your curso...
Creating Proposals in CRM

Step 1: In the Dashboard, locate and select the "Sales" section. Step 2: Inside the Sales section, f...