The sales person Sales module can be used to manage calls, budgets, quotations and campaigns.
The essentials
Before we can start using the module, there is some configuration that needs to be in place.
The essentials are:
- Calls
- Quotations
Calls
Calls are used for creating specific tasks, if you like, where your sellers can make a call to companies and/or persons in your system, in order to potentially increase your income.
To learn more about calls, please see the following page.
Quotations
Quotations are used for creating offers to your current, as well as new customers, allowing you to attach various objects and information to them.
To learn more about calls, please see the following page.
Next steps
Now that you have learned about the basics of the sales module, and are familiar with configuring the basics, you are ready to create and manage sales.
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