Sales offers

CRM - Offers

This is a list of the offers registered for this customer.

Icons

CRM - Offers

Use this toolbar option to display all sales offers, only current offers, or only historical offers.

CRM - Add message

Click this icon to add a message. You can add one or more actions to a message.

 

CRM - Add message

Add an action to a new message.

 

CRM - Save

Save the changed data.

CRM - Documents

Retrieve the documents for this offer.

Click an offer to display the underlying sales lines.