Functions and use
Structures customers, activities and sales stages in one flow.
Prepare a quotation, approve it, then check the resulting order.
Connect quotations and orders in a validated journey.
Included in the 30-day free trial, with every application.
Try it freesale_managementStructures customers, activities and sales stages in one flow.
Prepare a quotation, approve it, then check the resulting order.
Define stages, owners, visibility rules and the data to be imported.
Installation, permissions and the complete user journey are tested on the target version before production.