=============== Send quotations =============== When you qualify a lead into an opportunity you will most likely need to send them a quotation. You can directly do this in the CRM App with Odoo. .. image:: media/send_quotes01.png :align: center Create a new quotation ====================== By clicking on any opportunity or lead, you will see a *New Quotation* button, it will bring you into a new menu where you can manage your quote. .. image:: media/send_quotes02.png :align: center You will find all your quotes to that specific opportunity under the *Quotations* menu on that page. .. image:: media/send_quotes03.png :align: center Mark them won/lost ================== Now you will need to mark your opportunity as won or lost to move the process along. If you mark them as won, they will move to your *Won* column in your Kanban view. If you however mark them as *Lost* they will be archived.