Quote Data Base

  • Thread starter Thread starter David H
  • Start date Start date
D

David H

We produce many quotes a day and only convert 3/10. How do we keep a data of
quote contacts by month and a file of customers who have placed
 
You might check out Microsoft Office Accounting. You can convert a BCM
Opportunity into a Quote, then track it through to become an Invoice or
Sales Order, reducing data entry.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
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