Quotes

INTRODUCTION

Quotes provide information to prospective buyers regarding what cost is likely to be involved for the work they would like to have done. Many businesses provide services that cannot have an upfront price. Since the costs involved can vary, this provides a likely cost for a service to be provided.

Creating a quote within inBOLD

Follow the steps below for creating Campaign in inBOLD

1) Login to the inBOLD Dashboard

2) Go to the CRM application

3) Select Quote in the left navigation bar

4) Click on the Add New button

5) Enter all data like in the page below

6) Click on the Save button

7) Your new quote is created with all the data you entered

 

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