Creating BackOffice Sales Quote as an Admin

Benefits of using Sales Quotes

• Admin can build a sales funnel of potential sales

• Automatic reminder emails can be sent to sales quote bookings

  • Example x days after booking, send reminder, x days before training starts.

  • Remove the manual admin process of sending Sales Quote information

• Run reports on Sales Quote booking

  • Review why sales quotes bookings did not convert

• Once admin receives a PO, Just enter the PO and save, it is now a confirmed booking

How to create a Sales Quote Booking

• Log in to the website as an Admin.

• Navigate the Bookings module.

The Bookings page will be displayed.

• Click ADD BOOKING.

• Create a back-office booking.

Refer to https://ideabubble.atlassian.net/l/c/Q7dK6bGo for a complete guide on back-office bookings, including how to create them.

• Ensure to leave the Purchase order number blank.

• Click Create Sales Quote.

Prerequisite: Ensure you have selected the Sales Quote Payment option when creating the schedule.

Outcomes:

• A Sales Quote confirmation mail will be sent to the lead booker.

• Delegates added during the Backoffice booking will be invited to log in.

• A Sales quote booking will be created with a unique Booking ID.

• Attendance sheets will not display the delegates.

• Reports do not include sales quote income or booking numbers.