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Solar eCRM Setup

Leads Module

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Corporate Company

quote_search

To manage quotes it is important to have a good search function in place. The Quotes search box provides a variety of options to search quotes based on different “Search Criteria”. This helps to quickly retrieve quotes based on the search criteria.

Quotes > Default/Simple Search > Enter Search data > Click Search

Quotes > Click Advanced > Enter Search data > Click Search

Quote Search Box

You can enter any one “Search Criteria” or a combination of different “Search Criteria” to filter the Quotes data

Search Criteria Description
First Name Search leads by customer's first name
Last Name Search leads by customer's last name
City/Suburb Search orders by customer's city/suburb
State Search quotes by customer's state
Phone Search quotes by customer's phone number
Quote Status Search quotes by status
Quote No Search quotes by quote's number
Created by Search quotes by user who created
Follow Up Search quotes by follow up time range
Type Search leads by customer's business type
  1. Tabulated results based on the search criteria
  2. Page navigation

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