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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

  • Category: Tutorial

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