Overview
This section details how to use the quotes features in DSM as well as other helpful built-in sales tools.
RoadMap
System Configuration
Quote Entry
Follow up on Quotes
Quote Reporting
New Customer Leads Tools
System Configuration
This section shows how to set up required items prior to using the quotes features in DSM.
Road Map
| Quotation Conditions |
| Quotation Results |
Quote Entry
This section shows how to enter quotes into the system and then how to take quotes to orders.
Road Map
Follow-up On Quotes
This section shows how to manage and follow up on the active quotes in DSM.
Road Map
| System Prompts |
| Following up on your own quotes |
| Following up on other sales personnel's quotes |
Quote Reporting
This section shows the various reports in DSM.
Reports
| Quote Activity Report |
| Quote Summary By Salesman |
| Quitation Results Report |
