Presales

Here you will find out how to activate and create the system objects required to manage requests of potential customers.

When you sell complex and expensive goods or services, you may often need to use an individual approach to a customer, carefully collect requirements, and take into account various restrictions.

With the system, you can manage a lengthy sales process with multiple factors and variables. The central object is the Sales opportunity document. You can use it to track the presales process from the first request of a potential customer up to the moment the customer signs a contract or places an order.

Complex sales opportunities often require a bilateral contract or agreement to be concluded.