Name | Responsible | Description |
---|---|---|
Create and qualify leads |
Rental sales (CE) |
Use leads to keep track of business prospects. A lead can be an existing customer or a company or someone you have never done business with before. |
Manage opportunities |
Rental sales (CE) |
|
Create and manage quotations |
Rental sales (CE) |
Use quotes to make an offer to a potential customer. A quote includes the pricing details of products your potential customer is interested in. |
Create and manage orders |
Rental sales (CE) |
Use orders to track details of the products or services that your customers want to place an order for. |