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ID:14824
Title:Need to give a quote to a non-Customer?
URL:http://belindaallen.blogspot.com/2010/07/need-to-give-quote-to-non-customer.html
Description:
A feature few people use is the prospect feature in Sales Order Processing (SOP.)


You can issue a quote in SOP for a Customer OR a Prospect. If the Prospect wants to place the order, turning the quote into an order or invoice will turn the Prospect into a Customer. Cool, huh?


You can enter a Prospect while entering a quote or under cards. Smartlist even has a Prospect object. I've seen some of my customers use the Prospect Card catalogue for a Prospect database, using Smartlist to create mail merge letters in word.


If you use SOP, consider using Prospects.
Category:TIPS AND TRICKS BY MODULES: SOP
Link Owner:
Date Added:July 07, 2010 07:00:17 PM
Number Hits:4
RatingsAverage rating: (0 votes)
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