Send Quotations


When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this using CRM.

Create a new quotation

  CRM ‣ Pipeline ‣ Quotations and Create. 

You will find all your quotes to that specific opportunity under the Quotations menu on that page.

Mark them won/lost

Now you will need to mark your opportunity as won or lost to move the process along.

If you mark them as won, they will move to your Won column in your Kanban view. If you however mark them as Lost they will be archived.