Section 1: Loading a Quote on CRM

This task is completed by the Brand Ops Team when they compile the quote for the Sales Team

  1. To load your quote, either click on the hyperlink on the email notification and you will be taken directly to the opportunity in CRM. Or go to “Brand CRM” and select “Opportunities” to manually select the opportunity

sage_crm_10


0 Comments

Leave a reply

©2024 Skill Centre. All Rights Reserved. | Privacy Policy

Log in with your credentials

Forgot your details?