Do you want to record why you failed to convert sales orders into a quotes so you can improve your selling? Then having setup quotation reasons in System Data , you can then add these to unsuccessful quotes and see if there is a pattern for failing to convert. A step by step guide can be found below the video.
Steps
In CRM Manager , open the Quotes (Opportunities) screen.
Use the Status drop down to filter for unsuccessful quotes.
Enter Edit mode.
Select a reason against the quotation using the drop down in the Reason column. These will need to have been set up in System Data beforehand.
Overview This video will show you how to set up reasons that you can use to record why quotations are unsuccessful. A step by step guide can be found below the video. Steps In System Setup, open System Data. Double click on the Quotation Reasons line ...
Overview This video explains how you can change the status of a quotation to unsuccessful. There are step-by-step instructions below the video. Steps Open the CRM screen. Click on Opportunities (Quotes). Select the quote you wish to mark as ...
Overview This video explains how you can change the status of a quotation from unsuccessful to pending, for example if the customer has changed their mind after considering the offer. There are step-by-step instructions below the video. Steps Open ...
Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...
Overview Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video. Quote weighting must be ...