Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
 Microsoft Dynamics CRM Centro de clientes

Send a sales proposal or a price quote

As you move your prospect through the sales cycle, you'll probably need to send a detailed proposal that includes products and a price quote.
Because you may need to go back-and-forth with the prospect, the system keeps track of the history for you.

  1. Open the Opportunities list, and then double-click the appropriate record to open the Microsoft Dynamics CRM form.

  2. In the Product Line Items section, choose the Add button , and then select the products. (Scroll down to see the Product Line Items section.)

  3. In the Quotes section, choose the Add button , and then fill in the fields to create the quote. (You may need to scroll down to see the Quotes section.)

  4. On the command bar, choose Activate Quote.

  5. Close the form to go back to CRM para Outlook.

Next up: Close your opportunity as won or lost

Read more

Nurture leads through the sales process

CRM for Outlook Basics

Nota

Ve el manual de los aspectos básicos de CRM porque no está conectado a Internet ahora. Para buscar más libros electrónicos, vídeos y otros contenidos excelentes, consulte el Centro de cliente de CRM (www.CRMCustomerCenter.com) desde un equipo, una tableta o un teléfono conectado.