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