CiuisCRM Documentation

5.4.How to manage client quotations? #

How to Organize your Quotations:

1. You can find Quotations on the Left and Top of the page:

 

2. Once clicked, you can View all the Quotations here. Click on the create icon to request a new quote.

3. Enter the details and click on request.

4. This will send the assigned staff a quote request. The staff can then change the status, this will convert the quote to a proposal. This can be viewed under the proposals section.

 

Last updated on July 4, 2019
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