Title
Creating Proposals in CRM
Description
This guide is to create proposals in CRM
Procedure
STEP 1 - In the Dashboard, locate and select the "Sales" section.
STEP 2 - Inside the Sales section, find and click on " Proposals".
STEP 3 - Then Click on “New Proposal”
STEP 4 - In the New Proposal form, locate the "Subject" box.
STEP 5 - Enter the company name or a relevant subject for the proposal.
STEP 6 - In the "Related" box field, specify whether this proposal is associated with a Lead or a Customer.
STEP 7 - Choose the date for the proposal.
STEP 8 - Input the currency to be used for the proposal.
STEP 9 - In the "TO" field box, enter the name of the person responsible for following up with the customer or lead.
STEP 10 - Enter the email address related to the proposal and click on "Add Items" to input the products or items associated with the proposal.
STEP 11 - "Click Save" to save the proposal without sending it or "Click Save & Send" to save the proposal and send it to the intended recipient.
Video Demonstrates the Steps Above