FAQ
The sales team can capture the list of enquiries they are receiving on a timely basis
Yes, you can switch to quotation page from any module using Ctrl +Alt + Q
Sales → Quotation → Prospect → New Prospect
If the prices are properly fed in the master's module, we can fetch them while making quotations.
No, not as complete CRM. But the enquiries and quotations can be created and tracked regularly.
Salesmen can create the list of enquiries received through visits and email but not the unsuccessful visits.
Yes, salesmen can be ranked/listed,
Option 1: Sales → Sales report → Salesmen can be listed/sorted based upon the invoice amount.
Option 2: Top 5 salesmen are automatically listed in the Sales Overview → Top Salesman.
