Sales Culture > Proposal
Create Purchase List
Posted by i3Teamworks Admin on 28 Feb 2018

Sales Person may enter in the product/item purchased by the Customer after the proposal has been updated to status "Completed". To use this feature, kindly enter the Products into i3TeamWork system.

1. From your Main Dashboard, tap on SALES and click Proposal 

2. Tap on Proposal List

3. Search the Customer or Proposal and click on Create Purchase List