Comodo One

• Introduction To CRM
  • Login To CRM
• The CRM Administrative Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Manage Quotes

• The 'Quotes List' interface lets you view and update quotes details, including contact information, shipping information, assigned staff and more.

• Open a quote then click 'Edit' to view the quote action menu. You can email a quote to your customer as a PDF attachment, duplicate the quote, export the quote to pdf, create an invoice from the quote and more.

• You can schedule activities and events for quotes from this interface. Activities will be shown in the calendars of team members that are assigned to the quote.
  

View quote details:

• Click 'All' > 'Quotes' to open the 'Quotes List' interface

• Click on a quote in the list to open the 'Quote Details' interface

To edit a quote:

• Open a quote as explained above

• Click 'Edit' in 'Quote Detail' interface

OR

• Click 'All' > 'Quote' to open the 'Quote List' interface

• Place your mouse cursor anywhere in the quote row to reveal the icons on the right of the row

• Click the 'pencil' icon to open the quote edit interface:
  

• See this table for descriptions of the fields in the 'Quote Details' interface

• Update the quote details as required and click 'Save'
  

The links on the right of a quote detail page let you view and manage the following items:

• Quote Details – Shows complete quote details

• Updates - Track all modifications done on the quote record

• Sale Order - Lists sales orders associated with the quote. You can associate an existing sales order with a quote by editing a sales order. Click 'All' > 'Sales Order' > open a sales order > click 'Edit' > use the 'Quote Name' field to specify the quote which you want to associate with the order.

• Activities - Allows you to view and add tasks to the quote

Please see Associate a Sale Order to a Quote for more details.

The interface allows you to:

• Select a desired quote record

• Click 'Edit' to modify a field information

• 'More' menu: 

• 'Delete Quote' to delete quote record 

• 'Duplicate' to clone the record to use it as the basis of a new quote. See 'Clone a record' to find out more

• 'Export to PDF' to export the quote record

• ''Send Email with PDF' to send the quote to a contact as pdf attachment. See 'Emails' to know more

• 'Create Invoice' to create an invoice for the quote record. See 'Create an Invoice' to know more

• 'Generate Sales Order' to create a sales order for the quote record. See 'Associate a Sales order to a Quote to know more

Activities

A 'To Do' activity is a task with a set start time and a due date. You can assign the quote 'to do' to a staff member. For example, you may require the staff member to configure the quote, or may simply want to tell them to send it to the customer by a certain time. You can add a description in the field at the bottom. Quote activities will be added to the Customer Relationship Management (CRM) calendar.

To create an 'To Do' activity:

• Click 'All' > 'Quote' (under 'Marketing and Sales') to open the 'Quote List' interface

• Click the quote name then click 'Activities' from the menu on the right

• Click 'To Do' in the activities interface

The 'Creating New To Do' interface will open:

• Complete your activity details and click 'Save'.

See 'Manage Shared Calendar' for more details on the 'Event/To Do' full form.