Workshop on Quotation Management in Sangam CRM

An Exhaustive session on everything you need to know about Quotation Management

  • Quotations and the flow of the Sales Process
  • Creating Quotations (Basic to Advanced)
  • Configuration and Customisation
  • Sending Quotations
  • Review Meetings and reports
  • Invoice creation in Sangam CRM
  • Versions and other hacks
  • Q & A

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Good Informative Session, Good to Know about New Invoice Generation System, and Link Quotation Amount to Opportunity.

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