MEJ Sales AI

In this tutorial, we’ll delve into the Quote tab within the Sales AI platform. We’ll walk you through the simple process of creating a new quote, using “Manika Kedav” as an example. From setting the status to entering account details, quote numbers, addresses, contacts, and more, we’ll cover it all. You’ll also learn how to assign the quote to a user, specify the shipping provider, and provide a detailed description for future reference. By the end of this video, you’ll have a solid understanding of how to effectively create and manage quotes within Sales AI. Don’t miss out on this comprehensive guide to mastering quote management!

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