How to create a quote and choose who receives it

Step by step

1. 1

   Step 1: Create the quote

   In your CRM, open Quotes and press Create.

2. 2

   Step 2: Pick the customer and the products

   Choose the customer and add the products or services from your catalog, with their prices.

3. 3

   Step 3: Save and open the quote

   Check the amounts and save it. From the quote you choose how to send it.

4. 4

   Step 4: Check who will receive it

   By email, the first email of that customer is already filled in; the other emails on their record appear as suggestions. You can remove it, write another one and add up to 3.

5. 5

   Step 5: Or send it by WhatsApp, Telegram or chat

   Choose the option to send it by WhatsApp, Telegram or chat, pick up to 3 recipients from that customer’s numbers and conversations, and confirm.

6. 6

   Step 6: Confirm

   Before anything goes out, the CRM asks you whether to send it to those people.

Useful links

Everything the CRM includes →