Search Knowledge Base Articles

View Estimate in CRM

Description

This guide explains how to view the estimate in CRM

Procedure

STEP 1 - Go to the Dashboard and choose "Sales".

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

STEP 3 - Click on the "View" option next to the estimate you want to review. (e.g., Warely QUO-245/12/2023).

Video Demonstrates the Steps Above

Create New Customer in CRM

Title Create New Customer in CRM Description This guide explains how to create a new customer in CR...
Import Customer Data CRM Process

Title Import Customer Data CRM Process Description This guide explains how to import customer data ...
View Existing Contacts In CRM

Title View Existing Contacts in CRM Description This guide explains how to view the existing contac...
Editing Customer Details in CRM

Title Editing Customer Details in CRM Description This section will be about editing the customer d...
Creating Proposals in CRM

Title Creating Proposals in CRM Description This guide is to create proposals in CRM Procedure STE...