Addons- Price Types, Add-on Types, and Hide From Customer View The following list outlines the Price Types for addons and how they are calculated- Price Type selection drop down when adding or editing an add-on. All Vehicles/Addons % - Fee charged as ...
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 quoting in SalesDriver - Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Reviewing complex quotes before sending to a customer - Your company has setup "quote ...
Managing Quote on the quote summary page In this video we cover the following topics Assigning sales people to the quote Use filters to search and sort Using quote statuses for tracking purposes Using third party software booking ID's Tracking lost ...
Using Customer Groups Automated emails which is a core feature of customer groups is an add-on to your standard SalesDriver or OpsDriver account. This can be added to your account by your TBN representative. For additional information about monthly ...