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In a set amount process, amount is set for all users. when you will assign a new project your amount will be set in this process and in a process, sales process is set
When you create a user account in the yahya CRM online, the system generates a user ID and temporary password for the user. You have the option to let the service send an email message to the user as clear text. you may consider copying the information to send to the user through a more secure channel, such as from an email service that can digitally encrypt the contents. For step-by-step instructions for creating a yahya CRM Services user account
Automation - Automatic assign lead to predefine staff and automatic send e-mail quotation. Manual actions are assisted via automation features to ensure you can do more with your time. This provides the perfect blend of automation & personalized human touch to your deals.
You use this business process in order to give your business partner confirmation that you will deliver a specific quantity of products at a specific time, and at a specific price. Within the frame work of quotation processing, various sales functions are available to the sales employee, as well as special functions for quotations.