Use sales opportunities to track your Customers’ interest in your Products, generate quotes and even transfer these purchases to your Customers’ inventories.
Creating a Sales Opportunity
Add Products and Purchases to Sales Opportunities
Automatically Calculate and Print Quotations
Sales Opportunity Conclusion Record
Transferring Purchases to Helpdesk
When closing off a Sales Opportunity, you can choose to transfer the purchases to helpdesk. This creates corresponding inventory items on the Customer’s inventory tab.
Use this functionality to record a sales opportunity becoming an actual asset for your support team’s records.
Still haven’t found what you’re looking for? Contact documentation@houseonthehill.com
