Please enable JavaScript.
Coggle requires JavaScript to display documents.
Quotes Meeting 1 (Sales Dashboard (Value (Gross Profit), Customer -…
Quotes Meeting 1
Sales Dashboard
Value
Gross Profit
Customer - Company (Entity)
Pull from Req
Sales Description
Manual Input
Req Number
Dashboard Request Creation
Manufacturer
What info?
Visual Info
Gross profit for the current month
Commission?
Week against week?
Open Quotes
Request (Record)
REQ Number
Can this be generated straight away?
Deal Reg (Record)
Customer- Company (Entity)
Customer Contact
Filter from Company Contacts
Search by text not CST (etc)
Pull quote customer details from Req
Quote
Generate SQU
Holds Item Info
Attach to req
Multiple quotes
Generate Quote from Req
Date of Req
Autofill current Time/Date as default
Generate Quote from Req
Pull through customer details from Req