Welcome to the opentaps Shop!

CRM Quotes Training Video

Be the first to review this product

Availability: In stock


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

Double click on above image to view full picture

Zoom Out
Zoom In

More Views


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.