Creating a Quote or Activity from Inventory

customertrax 1. Handle CRM 1.0, x. Uncategorized

  • Selecting one or multiple Stock Units from Inventory search results shows additional options above the list.
  • Choose the [+] option to create any activity with these selected Stock Units linked.
    • You can link up to 20 Stock units to an activity i.e. a sales call or opportunity

Choose the [Quote] option to go straight to quote.
You will need to enter an Account by searching in the type-ahead field or creating New.

 
 

Linked activity in Inventory

All activity linked to stock units will display in the Linked tab.

  • Opportunities are sorted by Edit Date; so the most recent activity will display at the top of the list [Pending Release]