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Creating Estimate in CRM

Title

Creating an Estimate in CRM

Description

This guide explains how to create an estimate in CRM

Procedure

STEP 1 - Start by selecting "Sales" from the Dashboard.

STEP 2 - In the Sales section, locate and select "Estimates".

STEP 3 - Within the Estimates section, click on "Create New Estimate".

STEP 4 - Choose the customer's name for whom you are creating the estimate.

STEP 5 - The system will automatically generate an estimate number and date. You can edit them if necessary.

STEP 6 - Specify the currency for the estimate.

STEP 7 - Click on "Add Item" to input the products or items included in the estimate.

STEP 8 - After entering all details, click "Save" to save the estimate.

Video Demonstrates the Steps Above

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