Features
- Linked to the opportunity\quote\order level details and display the existing quotes\orders in a tab.
- Update opportunity\quotes\orders status (activate, won,…)
- Convert opportunities to quotes or to orders, and quotes to orders
- Create Account\Contact record
- Create Lead record
- Create Product record
Overview
Single screen to complete the sales: (Windows UI – Online, On Premise)
Extremely simple, easy to create and update opportunity, quotes, orders and products quickly in MS CRM.