Quotation Overview
Leads Quotation Screen
The Leads Quotation screen is designed to streamline the management of client quotations by allowing you to attach and track all quotations associated with a specific client. It offers a centralised, comprehensive list of every quotation linked to the client’s record, ensuring that critical information is always easily accessible.
Key Features of the Leads Quotation Screen
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Quotation Management:
- Whenever a new quotation is created and associated with the client’s record, it is automatically displayed in this window.
- This provides a clear, organised view of all client-related quotations in one place.
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Drill-Down Capability:
- To access detailed information about a specific quotation, simply click on the corresponding entry.
- This action opens a detailed view of the products or services listed in the quotation, including service job quotations and sales orders, enabling a deeper understanding of the client’s requirements.
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Seamless Data Transfer:
- If the lead transitions into a customer, all associated information, including quotations, is automatically transferred to the Opportunity Module.
- This ensures continuity and minimises the need for duplicate data entry, saving time and reducing errors.
Benefits
The Leads Quotation screen simplifies the process of tracking and reviewing client quotations, enabling:
- Efficient Information Management: Quickly access relevant details about quotations for better decision-making.
- Improved Sales and Service Processes: Streamlined data organisation ensures smooth transitions from lead to customer, enhancing overall workflow efficiency.
- Enhanced Client Engagement: Easily retrieve and review quotation histories to address client inquiries promptly and professionally.
By leveraging this feature, you can effectively manage and optimise your sales and service processes, supporting better client relationships and improved operational outcomes.
