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Crm
FAQ
Maintenances
Proposals

List of proposals in the platform which are separated by states.
Proposals can be created through leads or in the maintenance.

Besides being able to create, an user can also delete or print proposals.

General Actions
Create: Creates a proposal with the inserted data. A proposal may or not be associated to a lead. There are many mandatory fields which are required for the creation of the proposal.
Erase: Deletes the proposal. Once it's deleted it's impossible to retrieve it.
Print: A screen will appear with all the referring data to the listed proposals, that has the option of printing.

 

Line Actions
Edit: The user can update the proposal's data.
Print: A screen will appear with the proposal's referring data that has the option of printing.
PDF: A screen in appear in pdf format with the proposal's referring data that has the option of printing.
Notify: Sends an e-mail to the selected entity.