Page 8 - Sales and Operations Handbook for Managers.pdf
P. 8
STEP 1: Click on Quotes tab in the contacts page.
STEP 3: Create quote in
STEP 2: Click on Create Quote button. TurboRater
To provide the customer with quote options, the Sales
agent will bridge Freshworks to TurboRater by selecting
their retail location you are working at today and then
clicking “Create Quote”.
