Quotation can be directly created in the Fuzen Gsuite CRM using a predefined template and customer data.
All these actions can be tracked from the Gsuites sales dashboard along with the details and status of each lead.
Tracking a lead on the sales dashboard #
If you are a normal user, you will only see the leads assigned to you on the sales dashboard. Admin users will see all the leads currently in the pipeline.
You can search and filter leads as per company name, contact person or even their status. Click on anyone’s company name to further see the details for that customer.