The sales goal is to convert a prospect to a customer. The conversion process brings together multiple areas of Inform ERP including CRM, activities, and sales orders, as described in the multi-step procedure below.
Add activities for your prospect, such as follow up phone calls, emails, and quotes as described in Add an activity to a prospect
- Create a quote as described in How to create a new price quote.
- Click the Header tab of the left side navigation bar.
- You can view the Quote details or the Customer by clicking the hyperlink in those columns.
- Check the Next Activity column and hover over the link to see your next step in converting this quote.