InterAcct Quotation Register| ü | Within the InterAcct system there are numerous places where you can create a Sales Quotation for a Prospect or Client. | ü | There are three main areas within InterAcct where a quotation can be created. One relates to Jobs, another to Products & Services, and a third is part of the CRM (sales & marketing) database. | | ü | There is now a central quotation register where you can view and track the progress on all quotations, and with ‘drill-down’ menu links into back into the Prospect (or Job). | ü | You can search on the Quote Register – by Salesperson, Quote Date Range, Expected Close Date, Required by Date, Quote Status, Branch/Division, Job Type, Client Industry, and Source of Sales Lead. |
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