by NS-Team
Define Quotas for your Sales Reps and visualize achievement and forecast.
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Does this connect with the Quotes module?
5 years ago
Hello,
Yes. You have a choice between Opportunities, Quotes and Invoices in the settings page.
See documentation at https://store.suitecrm.com/docs/sales-quotas/admin-guide
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The simplest way to workâ˘. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.
Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.
Line Items in your Opportunity are used to record the products and/or services that your prospective customer may be interested in buying. You can add as many more as needed and you can modify the values and quantities as you learn more about the Opportunity.
gabriel1
5 years ago
Hello,
Yes. You have a choice between Opportunities, Quotes and Invoices in the settings page.
See documentation at https://store.suitecrm.com/docs/sales-quotas/admin-guide