Want to manage your sales Pipeline before executing on Orders? Use the following steps to track and create sales outside of DEAR before creating them as Quotes or Orders in DEAR:
Track a new Quote
Is the Contact already in Salpo?
Manage the Quote
Build the Quote
Add Products to the Quote?
4.1 Adding DEAR Products to a Quote
Push Order to Salpo
Move the Order along
6.1 Within DEAR, manage the Order as usual
Track the Order in Salpo
Report on Orders