Benefits of using Sales Quotes
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Admin can build a sales funnel of potential sales
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Automatic reminder emails can be sent to sales quote bookings
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Example x days after booking, send reminder, x days before training starts.
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Remove the manual admin process of sending Sales Quote information
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Run reports on Sales Quote booking
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Review why sales quotes bookings did not convert
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Once admin receives a PO, Just enter the PO and save, it is now a confirmed booking
How to allow sales quotes for a schedule
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Login as Admin
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Navigate to Courses > Schedules.
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Search and click the schedule for which you want to enable the sales quote option.
The Summary tab will be displayed.
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Navigate to the Fees tab.
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In the Web Payment options dropdown list, check the Sales Quote option
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Click Save or Save & Exit.
Outcomes:
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Sales quote will be enabled for the selected course.
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When the schedule is added to the cart, “Sales Quote” will be shown as an additional payment option for individuals and Org Reps.
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When administrators create a back-office booking, sales quotes will be available for single and organisation bookings as a payment option.