documentation/crm/acquire_leads/send_quotes.rst
2019-07-03 08:44:48 +02:00

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===============
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.