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    1) To enter a sales quote in Mobilink, search for the client's account by entering their first and/or last name and double clicking on their name. 2) Once the client's account is open, click the "Sales Quotes" tab and then the "ADD" button to start a new quote. 3) Select the appropriate quote type from options like stairlift, VPL, elevator, or repair. Enter the quote details and click "Submit" to complete the sales quote.

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    1) To enter a sales quote in Mobilink, search for the client's account by entering their first and/or last name and double clicking on their name. 2) Once the client's account is open, click the "Sales Quotes" tab and then the "ADD" button to start a new quote. 3) Select the appropriate quote type from options like stairlift, VPL, elevator, or repair. Enter the quote details and click "Submit" to complete the sales quote.

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    Download as PPTX, PDF, TXT or read online from Scribd
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    21 views6 pages

    Dudziak

    Uploaded by

    api-510668706
    1) To enter a sales quote in Mobilink, search for the client's account by entering their first and/or last name and double clicking on their name. 2) Once the client's account is open, click the "Sales Quotes" tab and then the "ADD" button to start a new quote. 3) Select the appropriate quote type from options like stairlift, VPL, elevator, or repair. Enter the quote details and click "Submit" to complete the sales quote.

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    of 6

    Entering Sales Quotes in Mobilink

    EXERCISE 5: STORYBOARD
    By: Christy Dudziak
    Searching for a Client’s Account

    1) Enter first, last or both


    names in search bar
    2) Click the search icon or
    hit Enter
    3) Double click on client’s
    name to open their
    account
    How to Enter a Sales Quote

     Click on the tab that


    says “Sales Quotes”

     Then click the button


    that says “ADD”
    How to Enter a Sales Quote
     Quote Types:
     Stairlift

     VPL

     Elevator

     Auto lift
     Mobility Device
     Repair*

     Other
    *Repair is the only one that you DO NOT check the “Sales tax may be
    waived” disclaimer.

    When finished click SUBMIT


    How to Enter a Sales Quote
    How to Enter a Sales Quote

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