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Module Commercial Proposals - Quotes (view source)
Revision as of 10:57, 1 August 2011
, 13 years ago→Closure of a proposal
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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.
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|Module Workflow En]], an Order "draft" can be automatically created.
+Also if you setup correctly [[Module Workflow En|Module Workflow]], an Order "draft" can be automatically created.
= Module =
= Module =