Offer Management – ISI

Aurea CRM supports you in adding and editing offers.

A process guides you through the necessary steps.

You can:

• Add offers, see Starting the Offer Process
• Add offer items, see Adding Offer Items
• Add documents, see Adding Documents.
• Create different versions of an offer, see Offer Versions
• Copy offers to other companies/persons, see Phase 6 - Conclusion
• Convert offers to orders, see Phase 5 - Decision
• Send offers by e-mail, see Phase 4 - Send
• Store the customers decision, see Phase 5 - Decision
• Add participants, see Participants and Roles
• Add activities, see Activities
• Add tasks, see Tasks
• Approve offers (management), see Approving Offers
• Create offers from within an opportunity, see Opportunity Process
• Add offer templates, see Phase 1 - Offer Header
• Add orders, see Phase 5 - Decision