Sending proposal to customer or lead
- Date- 01-09-2017
- Tag- Proposels
To send proposals to customers or leads, simply click on the mail icon.
The pop up which has the preview of the email template will be displayed.
Depending on your choice, you may include the link to the proposal. This will enable your customers to view the proposal without login. This is an advantage for your leads.
After sending the proposal to the customer or lead, he/she can open it and make comments, accept or reject, etc. the creator of the proposal and the sales agent will get a notification in the CRM and emails that the customer made specific comments or accepted or declined a proposal.