Course curriculum

    1. How to create a quote in CRM?

    1. Open your account

    2. Add the opportunity to the account

    1. The required information on your opportunity

    2. Add line items to quote

    1. Create quote from opportunity

    2. Approve quote

    3. Send quote to contact

    4. send quote with attachment

    5. send quote with attachment

    6. send quote with attach

About this course

  • Free
  • 11 lessons
  • 0 hours of video content