Hello,
I run a parts sales business among others.
I would like to add the ''New Quote'' function in the Helpdesk module in order to avoid converting to a lead, converting to an opportunity which then generates an opportunity in CRM.
We have a large sales team that uses CRM in an excellent way and I do not want to go through CRM for the sale of parts.
Has anyone already done this or do you have a better way to do it?
Thanks for your advice
Danny