Converting a Quote to a booking In this video (3:45) we will cover the following topics- Converting quotes created on the booking widget Converting a quote created in the backend by a salesperson Assigning a contact to a bookings ...
Creating bookings that did not come from quotes In this video (4:42) we will cover the following topics- Creating a booking without a quote Choosing a contacts for the booking Trip references Saving the draft building the stops, destinations, yards, ...
Great News! Its time to start taking bookings in OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Converting Quotes to Bookings- Converting quotes to bookings is fast, easy, and ...
Using Booking Drafts In this video (1:58) we will cover the following topics- How booking drafts let you put down a booking before it is completed and come back to it later Navigating away from a partial booking Needed minimum details in a booking ...
Using Options in Quotes In this video we will cover the following topics- Using options for vehicles Using options for addons How options are used when converting to a booking How options display on Quote PDFs