| 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 |