Quickstart Guides
How to use Business Development features
5 min
gernerate this guide is tailored for logic tms users, particularly sales representatives and inside sales teams, to efficiently manage prospective clients, quotations, and sales tasks, significantly streamlining quote response times and driving business growth đđ the sales dashboard aims to serve a s a workspace for the freight forwarder sales force, where they can have a broader view of their workload and be able to focus on important matters for clients and the business click on the links to explore the user guides đđ register prospective clients đ¤đ¤ register a lead generate a new quotation đđ get a quotation reference build from pricing template build a quotation printing a quotation manage quotations đđ turn quotations into bookings link quotation to booking modify quotation info manage quotation versions curate quotations to client preference manage documents in the e file hide quotation attachments work faster & efficiently ââ clone and modify a quotation pricing templates without values pricing templates with values build from clone register fak rates filter fak rates & pricing rates maintain and track records of sales activities đđ create new tasks manage tasks manage options