Operation 1
Create a deal
Put value, stage and owner on the customer.
- 1
Open the contact or company, then choose New deal.
- 2
Enter the amount, stage and owner.
- 3
Add a next step so follow-up has a date.
- 4
Save. The deal sits on that customer.
Operation 2
Move the deal
Update the stage as the conversation changes.
- 1
Open the deal.
- 2
Change the stage.
- 3
Log the call or meeting on the same record.
- 4
Set the next task.
Operation 3
Quote from the deal
Turn the conversation into a quote without leaving Foxtra.
- 1
Open the deal.
- 2
Choose New quote.
- 3
Add line items from the catalog.
- 4
Send the quote. It stays on the deal and the customer.