Quotes and invoices automations simplify your sales workflow: noCRM tracks the progress of your quotes and invoices and updates the amount and status of your leads automatically. Choose the automations that best fit your needs.
Follow these steps:
Click your avatar at the top right.
Go to Admin panel > Sales process > Quotes and invoices > Automations.
Select the automations you want to use.
Keep lead amounts accurate and up to date:
Draft quote published: when a draft quote is published, the lead's amount (excluding tax) is automatically adjusted.
Invoice paid: upon payment of a draft invoice, the lead's amount reflects the total, ensuring accurate tracking.
Stay on top of every deal with status updates triggered by key milestones in quotes and invoices:
Quote accepted: set the lead's status to Won when a quote is accepted.
Quote rejected: change the lead's status to Lost when a quote is rejected.
Invoice paid: mark the lead's status as Won and set the probability to 100%.
Invoice unpaid: if an invoice remains unpaid, change the lead's status to Lost.
