
Sales
Find everything here about setting up sales processes and quotations.
Approve online: The possibilities for customizationIt is possible to personalize both the digital signing button within the email correspondence and the quote portal itself.
Progress & Chance to scoreThe progress and probability on a sales trajectory indicate which phase the (potential) client is in within the sales process.
SourcesYou can specify a source for each sales process to indicate exactly where the lead originated from.