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Creating Estimate in CRM

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.

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...