Sales

This section describes the general Sales procedures in Q360. The diagram below provides a visual outline of these procedures. Click on the boxes to learn more information about a specific process.

Track customers

Create a prospect

Create a site

Create a contact

Track opportunities

Create a sales opportunity

Update reminders in opportunities

Update reminders in activities

Mark funnel steps complete

Assign a resource

Update funnel steps

Estimates and quotes

Create and process sales quotes

Print a quote

Convert to orders

Convert prospects to customers

Customer: Approve or reject quotes

Approve a customer order

Advanced

Build quote sections

Build quote line items

Split quote line items

Sales forecasts

Quote authorization rules

Setup a Sales Funnel template

Configure Opportunity Interest to a Funnel

Track time

Time bill against opportunities

Procedures