Sale and quote

Sale and quote

Welcome to the Sale and Quote area where you can find relevant links to all things related to sales, sales guide, sales intelligence (SAINT), quotes, and products.

Introduction

concept

Introduction to sales Stakeholders Pipeline management Forecast and selections

how-to-guide

How to register a lead Set up sales targets Add sale type (list) Add sale stage (list) Add currency (list)

reference

Template variables

Sales guide (workflow)

concept

The sales guide

how-to-guide

video

Sales guide product demo How to visualize sales process

Quote

concept

how-to-guide

Create quote and add products Add alternative Place an order Add ERP connection (Quote Connector) Add price list Add product to price list Configure product fields

video

Track sales quotes

SAINT

concept

What is SAINT and what can it do

how-to-guide

About SAINT administration Set up activity monitors Add sale amount class (list)

reference

The View statuses dialog

UI customization

concept

Screen Designer Web panels SoProtocol Custom screens (bLogic) Task menu items Custom fields

Automation

concept

Overview Triggers

reference

Webhooks - sale events Webhooks - sale stakeholder events Webhooks - quote events Zapier

CRMScript

concept

how-to-guide

Create sale Get Update Stakeholders Guides Currency Lost or sold Samples Create quote

API

reference

REST SOAP (services88)

how-to-guide

Link sale to follow-up (web services)

Database tables

reference

Sale Saletype Salestakeholder Reason Currency Quote Quote Quote UdsaleSmall UdsaleLarge