CRM_Salesteam_Employees
Customer assignment in SeaTable
Create individual offers in seconds
In just a few seconds, you have created your very own personal offer for your customer. Before you can start, however, it is important that you have maintained your product catalog. As soon as you have entered all of your products with product names and prices, you can start creating offers straight away.
CRM_Product Catalog
To do this, simply create a new entry canada rcs data in your "Offers" table. The offer number, which is sequential, the corresponding offer date including time and the offer creator are automatically pre-filled. Now select the customer you would like to make an offer to in the "Customer column". The remaining missing customer data such as customer number, contact person, street, house number, postcode, city and country are automatically transferred from the "Customer data" table via a link column.
CRM_Offer_Customer Data
Quotation creation in SeaTable
You can then conveniently select the product you are offering in the “Product” column. The unit price is automatically added from your “Product catalogue” table using a link column. Now simply enter the quantity you are offering under “Quantity” and the offer price is automatically calculated using the formula unit price x quantity.