This video tutorial is a comprehensive guide to Fox ERP’s “Lead,” “Opportunity,” and “Quotation.”
It seamlessly covers several steps about managing leads, opportunities, and quotations to help you manage your business efficiently.
It also covers steps to assigning “Leads” to your colleagues and following up on the leads.
The following section covers creating new “Opportunities” when you receive an inquiry from an existing customer.
Along with this, you can also create a customer “Quotation” from the “Opportunity” and fetch the item price.
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