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 https //docs logicapp io/register a lead generate a new quotation đđ get a quotation reference https //docs logicapp io/get a quotation reference number build from pricing template https //docs logicapp io/build from pricing templates build a quotation https //docs logicapp io/build a quotation printing a quotation https //docs logicapp io/print a quotation manage quotations đđ turn quotations into bookings https //docs logicapp io/turn quotations into bookings link quotation to booking https //docs logicapp io/link quotation to a booking modify quotation info https //docs logicapp io/modify quotation info manage quotation versions https //docs logicapp io/manage quotation versions curate quotations to client preference https //docs logicapp io/quotations editor manage documents in the e file https //docs logicapp io/manage documents in the e file hide quotation https //docs logicapp io/hide a quotation attachments https //docs logicapp io/ziny attachments work faster & efficiently ââ clone and modify a quotation https //docs logicapp io/clone and modify a quotation pricing templates without values https //docs logicapp io/pricing templates without values pricing templates with values https //docs logicapp io/pricing templates with values build from clone https //docs logicapp io/build from clone register fak rates https //docs logicapp io/register fak rates filter fak rates & pricing rates https //docs logicapp io/filter fak rates and pricing templates maintain and track records of sales activities đđ create new tasks https //docs logicapp io/create a new task manage tasks https //docs logicapp io/manage tasks manage options https //docs logicapp io/manage options

