Logix Platform May 2023 release
Now You will be able to handle all of your present or potential clients in a single module with the help of Lead and Quotation Management. Firstly, add a lead then all registered leads will be displayed on the quotation screen.
Go to Sales >> Lead click on add lead.
Fill out all of the essential fields and click Create.
The user will be able to create a quotation for a lead in the Quotation submodule.
Every quotation has a unique number, as well as a creation and submission date. Users could generate many quotes for a single lead.
The quotation screen displays the names of all leads.
Go to Sales>>Quotation Click on Add quotation button
Enter all the Required fields and add services and rates then click on the create button.
