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STEPS TO CREATE A NEW QUOTE
COST JUSTIFICATION
Customizing quote templates
Using payment terms
Best practices for salesmen
Using competitors effectively
Setting notes and reminders
Using items effectively
Using customers effectively
Best practices for browsing records
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What do you do when two customers merge together?
Instantly combine people, prices, notes and more.
It's bound to happen sooner or later. The Mega Company has just merged with Devious Customer, Inc.
How does your system handle this common event? Does it handle it at all?
MasterQ can merge two accounts into one in seconds. People, notes, pricing, and previous quotes are all combined effortlessly.
Find out how to get MasterQ here!