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 create a Sales Quote Booking
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Log in to the website as an Admin.
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Navigate the Bookings module.
The Bookings page will be displayed.
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Click ADD BOOKING.
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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.
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Ensure to leave the Purchase order number blank.
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Click Create Sales Quote.
Prerequisite: Ensure you have selected the Sales Quote Payment option when creating the schedule.
Outcomes:
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A Sales Quote confirmation mail will be sent to the lead booker.
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Delegates added during the Backoffice booking will be invited to log in.
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A Sales quote booking will be created with a unique Booking ID.
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Attendance sheets will not display the delegates.
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Reports do not include sales quote income or booking numbers.