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Module Commercial Proposals - Quotes: Difference between revisions
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Module Commercial Proposals - Quotes (view source)
Revision as of 08:26, 1 August 2011
, 15 years ago→Closure of a proposal
Mc2matthew (talk | contribs) (→Module) |
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= Closure of a proposal = | = Closure of a proposal = | ||
Signed as close a proposal when the customer has agreed. At the close of a business proposal identity attached is automatically set as a customer if it was previously classified as a prospect, an Order "draft" | Signed as close a proposal when the customer has agreed. At the close of a business proposal, identity attached is automatically set as a customer if it was previously classified as a prospect. | ||
Also if you setup correctly [[Module Workflow]], an Order "draft" can be automatically created. | |||
= Module = | = Module = | ||