This course is for salespeople that want to enhance their pre-sold orders (prebooks) management and improve their process. You will learn how Komet Sales allows to set up different statuses for your Prebooks, according to your operational needs.
Once this function is enabled, the system will enable a filter called Status as well as a column with the same name in the Prebook Summary view tab.
At the close of the course you will have an understanding of how you can view and manage the status of your prebooks, thus having more control over your operations. Your sales team will be able to easily manage and track the prebooks they created, leading to better and faster results.