The sales person 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
- Budget
- Quotations
- Campaigns
(More info here!)
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.