Pipeline in depth: from quote to sales order
Pricing and sending a quote, changing one already sent, the customer’s yes or no, one record from quote to sales order, and making the paperwork yours: style, line columns, terms and numbering.
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Este vídeo da por sabido lo que se muestra abajo.
- Idioma
- English
- Duración
- 6:05
- Subtítulos
- English
Todavía no hay una grabación de este vídeo en Español, así que se reproduce en English.
Capítulos
- 0:00Where this lives
- 0:26Price the deal
- 1:03Preview and issue
- 1:14Send it
- 1:33A second option for the customer
- 1:46The quote lives in Sales
- 2:03Change a quote you've already sent
- 2:19Every quote in one place
- 2:31A quote from the customer's own list
- 2:47The customer says yes
- 3:07One record, two names
- 3:31From the deal's side
- 3:40An order that started in Sales
- 3:57The customer says no
- 4:14What happens next, and where
- 4:26Your style on every quote
- 4:43The columns on the line table
- 4:56Terms and conditions
- 5:09Document numbering
- 5:25Ask Luma
- 5:55Wrap-up
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