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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

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Corporate Company

quote_builder

Quote Builder

Quote builder is the key module which helps in creating a professional quote. It has different kinds of analytic options to choose from.

There are 2 different ways to create a quote.

Method 1

Convert a Lead to Quote

  1. A lead can be converted into a quote
  2. Click Leads > Customer Name > Quote Details > Add New
  3. Enter the details as required. (Refer to the tables below)
  4. Click Finish

Method 2

Add a new Quote

  1. You can directly create a quote
  2. Click Quotes > New Quote
  3. Enter the details as required. (Refer to the tables below)
  4. Click Finish

Edit an existing Quote

  1. Click Quotes > Quote View > Options > Edit Quote
  1. Click Quotes > Customer Name > Edit Quote


Customer Details

The sales representative can add the customer basic information such as name and contact details in this tab.

Field Name Required Description
First Name First name of the customer
Last Name Last name of the customer
Home Phone Fixed telephone line contact number of the customer
Mobile Phone Mobile phone contact number of the customer
Email Email of the customer captured can help you to have a long term contact with the customer.
Fax Fax contact number of the customer
Company Name Business or company name if it is a commercial customer
Type Type of the customer. Either residential or Commercial can be selected
Send Quotes to Customer Email Create quote will be sent to the customer is “yes” is selected.

Customer Address

The sales representative can enter the customer's address here.

Field Name Required Description
Address Line 1 Street number of the customer
Address Line 2 Street name of the customer
City / Suburb City/Suburb name of the customer
State State name of the customer
Postcode Enter the postcode of the customer

Installation Address

The sales representative can enter the customer's installation address here. They can select to the copy the “Customer Address” to be the “Installation Address” as well.

Field Name Required Description
Address Line 1 Street number of the customer
Address Line 2 Street name of the customer
City / Suburb City/Suburb name of the customer
State State name of the customer
Postcode Enter the postcode of the customer

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.


Description

User can enter site description in the quote which is an optional.


quote_builder.txt · Last modified: 2019/02/28 13:20 (external edit)