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CRM Quotes Training Video

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$10.00

Quick Overview

This video teaches you how to use the quotes feature of opentaps CRM, including preparing quotes with multiple options and creating orders from quotes.

CRM Quotes Training Video

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$10.00

Product Description

This video teaches you how to work with the quotes feature of opentaps CRM. It will show you how to:



  •  Creating sales quotes

  •  Associating multiple options with items of your sales quotes

  •  Emailing and printing PDF's of your quotes

  •  Creating sales orders from quotes


  • Format: 720x540 mp4 video
    Approximate length: 6 minutes 56 seconds
    IMPORTANT NOTE: All videos are subject to the Media Terms of Use

    Product Tags

    Use spaces to separate tags. Use single quotes (') for phrases.