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CyberForms Industrial Sales Force Automation keeps your salesmen out of the office and in the field. A laptop computer, portable printer, cellular phone, and plain paper empowers your sales force with tomorrow's technology today.

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How-to copy existing quote for new Customer.

How-to copy existing quote for new Customer.

 

Last Review: September 21, 2005

 

SUMMARY

You have an existing quote that you would like to copy for another customer with all the same machine information.

 

MORE INFORMATION

List known reason for the HowTo

 

APPLIES TO

Cyberforms 4.10, 4.11, 4.20

 

SUMMARY

1- Open Cyberforms

2- In Current Activity window, click on the worksheet that you wish to copy for a new customer.

3- When the worksheet is open, on the menu bar, click on "Activity Folders", then choose "Make a copy of this quote for a different customer".

4- The worksheet automatically open.

5- choose the customer that you would like to add to the newly copied worksheet.

 

MORE INFORMATION

none

 

 

How-to copy existing quote for new Customer.

 

 

APPLIES TO

Cyberforms 4.10

Cyberforms 4.11

Cyberforms 4.20

 

 

Our flagship product, CyberForms, is the leader in front-office and mobile-office industrial sales force automation software.
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" CyberForms Significantly boosts sales productivity
and reduces administrative expenses. It has exceeded all of our expectations."
- Paul Liesern, Vice President,
Ohio Machinery Company

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