How to Schedule Meetings, Managing Opportunities, and Sales - Sales Automation
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How to Schedule Meetings, Managing Opportunities, and Sales

Scheduling Meetings, Managing Opportunities, and Sales

 

Meetings: Once you click on Meetings, it will open a Calendar view, click on the date on which you want to schedule, then you will see a popup in which you can add the details and can schedule any meetings, see below screenshot.

Scheduling of Dealers Metting

Opportunities: Opportunities in which you can add your new leads and can manage their stages.

(More will be discussed when we go to CRM module.)

Dealers Opportunities

 

Sales: You can manage, add and send sales quotation.

(More will be discussed in Sales Module.)

sales

Quotations and sales

 

Invoiced: You can see and create Invoices

(More will be discussed in Sales Module.)

Dealers invoiced

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