When developing a quotation for a client:
-First log into your SayPro profile then click on dashboard on the top left corner.
-Look for Jetpack CRM on the lefthand side of the screen.
-Under Jetpack CRM you have quotes, click quotes then open up the tab then you can develop the quotation.
-Contact, enter the client’s name or email address under contact.
-Quote title, enter the product title under quote title e.g. New Website.
-Quote Date, select the quotation date.
-Notes, type in notes under notes about the quotation to give more clarity to the client. -Associated Files, you can then attach a file or document to the quote (Optional).
-Remember to save the quote and send to the client.
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