• Radius CRM offers you the possibility of creating several offer models according to your needs. To crea...
  • You can send expiration reminders to a lead/customer assigned to a proposal; email will be sent to the proposal email added while you created/edited the proposal. To configure email expiration reminders navigate to Setup ->...
  • To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown ...
  • How to create a proposal?

    2019-08-29 15:37:15
    To create a proposal, simply go to Sales menu, click on the proposals submenu then, click on New Proposal button. You can create a proposal to a prospect or customer. ...