Quotations and Sales
By Chris1 author17 articles
- Reordering fields in Data Capture
- Mandatory sub-company setting
- Working with sales order check list tasks
- Configuring web lead forms
- Understanding a quotation's default validity period
- Configuring Lead and Customer Sources
- Setting visibility of a field on record and grid views
- Configuring quotation approval rules - examples
- Configuring and using sub-companies
- Configuring visibility of product categories in the quotation builder and customer asset grid
- Configuring quotation authorisation
- Enabling opportunity asset mapping for a product classification
- Setting a minimum profit threshold for quotations
- Opportunity Value Source
- Changing the order of Sales Order statuses
- Adding Direct Debit sign-up to quotation sign process
- Restricting manual quote conversion