← All toursThe whole day →All tours
Quotes followed up and booked in
Gary, owner of a three-person plumbing and heating firm (sample business). The quotes board by stage, the customer's yes recorded, and an accepted quote booked in for a day.
Quotes followed up and booked in: guided tour, 3 steps
Step 1 of 3: Waiting for the customer. Sent and seen quotes wait in one column. One is past its date and needs a new quote.
Quotes board · sample data← → to move · Esc for the whole screen
14:00Step 1 of 3
Waiting for the customer
Sent and seen quotes wait in one column. One is past its date and needs a new quote.
