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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Language
English
Length
6:05
Subtitles
English

Chapters

  1. 0:00Where this lives
  2. 0:26Price the deal
  3. 1:03Preview and issue
  4. 1:14Send it
  5. 1:33A second option for the customer
  6. 1:46The quote lives in Sales
  7. 2:03Change a quote you've already sent
  8. 2:19Every quote in one place
  9. 2:31A quote from the customer's own list
  10. 2:47The customer says yes
  11. 3:07One record, two names
  12. 3:31From the deal's side
  13. 3:40An order that started in Sales
  14. 3:57The customer says no
  15. 4:14What happens next, and where
  16. 4:26Your style on every quote
  17. 4:43The columns on the line table
  18. 4:56Terms and conditions
  19. 5:09Document numbering
  20. 5:25Ask Luma
  21. 5:55Wrap-up

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