CRM

FAQ

• How can I convert a prospect into a customer?
• How do I create a quotation?
• How can I check if a quotation is linked to a shipment, and how can I link a quotation to an already existing shipment?
• How do I manage Sales Persons in Scope?
• How do I set sales commissions and create a report on them?
• What is a “Reason” in Quotations, and how can I use it?
• Where does the field "Line of Business" come from in Shipment Overview?

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