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New CRM functionality

As of April 1 2019 we have introduced a new CRM system to allow all quotes to be assigned to a Project, and all Projects to be assigned to a database of Customers. The process of adding products onto a quote remains the same, but there are new steps to follow to create the final quote. You can watch a demonstration of the new system on this video (https://vimeo.com/327674501/08a1fac50d) and also download a PDF user guide.



Email Quote

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Email Project

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Email Search Results

Email Product New CRM functionality

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Editing a quote moves all the items to the basket. This quote will only be available in the Custom Quotes section.

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