Quote Register
This video provides an overview of the Business Conveyor Belt (BCB) Quote Register, showing how quotes can be viewed, reviewed, and considered as part of future business planning.
Video Link:
What you'll learn
- How to navigate the Quote Register
- How to view and review existing quotes
- How quotes contribute to future workload and revenue planning
- How to use quote data to support forecasting and decision-making
Key capabilities of the Quote Register:
- Centralised view of all quotes
- Visibility of potential future work
- Tracking of quote value and pipeline opportunities
- Integration with forecasting and planning
This feature provides visibility into potential future work, helping businesses better understand their pipeline and make more informed planning decisions.