Teamleader gives the option to create deals and quotations. You can move Deals and quotation cards easily through different statuses.
Create a deal
Create by clicking on add a deal, and filling in the required information.
Deal and quotation statuses:
Any deal you make follows one of the following statuses.
Any newly created deal or quotation can find it in the New section.
You can move the card from New to contacted, in case you contacted already the lead.
3- Meeting scheduled
You can move the card from contacted to Meeting scheduled in case you planned a meeting.
You can move the card from Meeting scheduled to Quotation sent.
You can move the card from Quotation sent to accepted, in case the potential customer accepted your offer.
You can move the card from Quotation sent to refused, in case the potential customer refused your offer.