How to use the CRM menu & submit a quote
Use the CRM menu to reach every list, see your quotes, then submit a quote - which makes it immutable - or mark it as lost.
Step-by-step
- Use the CRM menu to reach every list in the system.
- Open Quotes to see status, customer, items, total, filters and export.
- Add any discount and click save quote.
- Submit to lock the quote (it becomes immutable).
- After submit, edit only by marking lost and re-creating.
Full transcript
Here I'll show you the CRM menu - your hub for every list - then submit a quote, which locks it, or mark it as lost.
The CRM menu is the best navigation in the system - quotes, orders, invoices, payments, purchase receipts, quality inspections, leads, to-dos, variants, customers, users and conversations. Open quotes and your new quote sits on top, with its timeline status, customer, items and total - and a filter and export button, just like every other list. Inside a quote you can add a discount - and whenever you change something, click save quote. While it's a draft the quote is editable. Once you submit it, it can no longer be edited - standard accounting practice. After submitting, the only way to change it is to mark it as lost and create a new one - so submit when you're sure. From here you can move forward and generate the order and invoice, or still mark the quote as lost if the deal falls through.