In Zoho CRM, you can store quote details by manually entering the data in the quote details form.
To create quotes
To clone quotes
You can create a 360-degree view of the quote to display all the associated details, such as sales orders, open activities, and history of the completed activities.
To convert quotes to a sales order or invoice
To map custom fields of the Quotes module
Mass conversion of quotes is also possible in the Quotes module by selecting multiple records from the list view to convert.
To convert quotes in bulk
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Make the most of Zoho CRM with these useful tips.