How to Start a Quote, Sales Order, or Service Ticket from Conversations
Introduction 0:00
Presenter: Gary from the Training Department of Home Source Systems.
Purpose: To explain how to start a quote, sales order, service ticket, or lead from within conversations.
2. Accessing Conversations 0:19
You can start a lead, quote, sales order, or service ticket directly from the conversations window.
Options to access:
Conversations window from the menu.
Quick pop-up on the main screen.
3. Starting a Quote from Conversations 0:45
Open the conversations window.
Identify the customer request (e.g., a quote request).
Click on the three dots at the bottom of the conversation.
4. Using the Icons in Conversations 1:11
The icons available after clicking the three dots:
First icon: Send a canned message (to be covered in a later video).
Second icon: Start a lead, quote, sales order, or service ticket.
Third icon: Send an attachment from your desktop.
5. Creating a Quote 1:27
Click on the second icon to open the options.
Select 'Quote' to start the quote process.
A new quote will be initiated with customer information pre-filled.
6. Completing the Quote 2:14
Fill in additional information for the quote:
Add quote notes.
Enter model number (e.g., PTW605).
Complete the quote as you normally would.
7. Managing Conversations While Creating a Quote 3:03
The quote opens in a new tab, allowing you to continue conversations with the customer.
Updates to the quote will reflect the most current information.
8. Alternative Method to Start a Quote 3:20
Access the menu options:
Click on the pencil and paper icon.
Choose to start a lead, quote, order, or service request.
9. Sharing the Quote with the Customer 3:49
Use the share and print button to send the quote back to the customer via conversations.
10. Conclusion 3:58
Thank you for watching.
Hope this guide was helpful.