Cin7 Academy

[Omni] Quotes
[Omni] Quotes

About the Course

Use a Quote to send pricing to your customers before making a sale.

This course will teach you everything you need to know to create quotes and convert them into sales orders.

Course Categories

Sales & Purchases: Omni

Course Instructor

Cin7 Academy Team
Cin7 Academy Team
Course Progress
Not started
Sign In
Course Outline
  1. Quotes
    1. Benefits of Using Quotes in Cin7
    2. Quote Process
    3. Copying or Converting?
    4. Creating Quotes
    5. Accepting a Quote
    6. Searching and Filtering through Quotes
  2. Survey
    1. Course Survey
course
[Omni] Quotes
[Omni] Quotes
Course Progress
Not started
Sign In

About the Course

Use a Quote to send pricing to your customers before making a sale.

This course will teach you everything you need to know to create quotes and convert them into sales orders.

Course Outline
  1. Quotes
    1. Benefits of Using Quotes in Cin7
    2. Quote Process
    3. Copying or Converting?
    4. Creating Quotes
    5. Accepting a Quote
    6. Searching and Filtering through Quotes
  2. Survey
    1. Course Survey

Course Categories

Sales & Purchases: Omni

Course Instructor

Cin7 Academy Team
Cin7 Academy Team
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