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How to use products & quotes

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#1 bosyork

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Posted 12 April 2012 - 05:44 AM

How show we use products list and quotes in the sales process.. ?

Is the products - a list of all items & services that we offer .. ? Ideally should it be selected when a quote is being given to a prospect/lead?

#2 X2Jake

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Posted 12 April 2012 - 09:10 AM

That is correct. The quotes module lets you set the number of each specific product you want to include. So if you used quote-based sales, you'd want to enter all your products first, then on a Contact record hit "Create Quote" and you can enter quote details and email them to the contact.
Jake Houser

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#3 MicoX

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Posted 07 July 2012 - 08:45 AM

There is an error in table 'products' and take the dates as BIGINT. Then in the quotes can't see the products.
Angeles
Agost15 serveis
@@Agost15_Serveis

#4 X2Jake

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Posted 09 July 2012 - 08:19 AM

There was a change recently to all dropdowns that made it so that no option is selected by default, to prevent bad data from being input. Check to make sure you marked the product as active to see if that's causing the issue--I just made the same mistake while testing for the bug.

Jake
Jake Houser

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