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Hello,

We're just starting with the CRM and exploring all the features and we can say it looks amazing so far!
We've got a question about the "new quotation button". We can see in the tutorials that it's easily accessible from different places, but we don't have the option. Do we need to install the Sales unit or another different one for it?

And another question, how can we upload different quotations? Can we desing our own ones?

Many thanks for your help!

Ana



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베스트 답변

Hi,

You might not have installed the sale_crm module, thats why the button is missing. Please go to the apps menu and install the module with technical name: sale_crm and see.

Thanks

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작성자

Yes, that was the problem. Thanks a lot!