HOW TO CREATE QUOTE FOR A BROKER

HOW TO CREATE QUOTE FOR A BROKER

HOW TO CREATE A QUOTE FOR BROKER IN TJ SALES 

Part 1
  1. Follow this link https://admin456.tjdev1.pw/->
  2. choose “Orders” ->
  3. choose “Search” or Followthis link https://admin456.tjdev1.pw/TJOrders/Search
Part 2


IMPORTANT!

If there are several legs on the route fill in the tail number for each leg, either the quote would not be send!!!

In CRM Deal follow your “Open Activities” and complete your tasks.

 

 

FOLLOWING UP

 

Choose “Emails” section on the left side of the screen. Open email with the Quote. 

Choose “Reply”

Then

Complete “Quote Follow Up” activity