होमप्राइसिंग

Send and track samples

Send a sample to a customer and follow it from the request all the way to the test result.

वीडियो अंग्रेज़ी में हैं।

आप क्या सीखेंगे

Create a sample
Each sample needs a product and a quantity; the account, contact and opportunity are optional.
Track the shipment
Set it to Sent with a tracking number and the sent date, then to Delivered.
Record the result
Move it to Under evaluation, write the test notes and set the result: positive, conditional or negative.

प्रोडक्ट और सेल्स डॉक्यूमेंट

7 लेसनलगभग 20 मिनट
आपकी प्रगति0%
  1. Add your products2:55
  2. Set up price lists2:18
  3. Send your first quote2:45
  4. Send and track samples3:00
  5. Turn a quote into a sales order2:52
  6. Set your document numbers2:59
  7. Set up your bag types2:44