Additional feature: offer management and forecasts
Extends the standard function with simple quotation management and queries of forecasts
Where can I search for my offers? Which of my offers are open? Which of my offers are closed? And where can I view my forecasts? The additional function Additional featureSales has the answers and helps to keep track of all sales activities. For full use, the licensing of the “Budget & Phases module is a prerequisite.
How It Works
Within the following subfolders, you can manage offers, view sales activities and view forecasts:
- Search for offers
- All open offers
- Offers awarded
- Completed offers
- Rejected offers
- Sales activities
- Queries
- Forecasting
a detailed description is available in the Knowledge Base Article Additional Feature: Sale
There you will also find the file for download.
