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Sales Basics and Your First Quotation

60 XP
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In this video, learn the basics of the sales app and how to create your first quotation.
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1. How can I create sections to structure my quotations?
By adding them directly in the quotation By adding them when you create the invoice By adding them when you send the quotation to the customer By setting it up in the sales app settings
2. Is it true that sales orders sent by email can be found in the chatter?
No Yes
3. Does sending the quotation by email convert it to a sale order?
Yes Yes, but only if the customer opens the mail No