Sage CRM Video channel

Product & training videos: Search results

2 Video(s)

Filter Your Results

User Type

How To Guides

Video Duration

(Reset this filter)
0
30

Posted in the last

(Reset this filter)
0
12

Language

Version

Edition

Content Type

Creating quotes and orders

Create quotes and orders independent of any opportunity, or base a quote on an existing opportunity and then convert the quote to an order when your prospect agrees to buy your product.

  • Published by: Sage CRM
  • Created: 04/27/2016
  • Duration: 2.26
  • Category: Tutorial

Creating quotes and orders (Cloud)

Create quotes and orders independent of any opportunity, or base a quote on an existing opportunity and then convert the quote to an order when your prospect agrees to buy your product. You can use Mail Merge to generate quotes and further streamline your sales process using Sage CRM.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 3.52
  • Category: Tutorial