An enquiry is not an order
Separate what a customer asked, what you quoted, and what they finally agreed to buy.
Read articleKeeping enquiries, quotes, customers and orders clear from the first conversation.
Try “customer records”, “domain renewal” or “payroll”.
Explore the library
2 articles
Separate what a customer asked, what you quoted, and what they finally agreed to buy.
Read articleA useful customer record tells the next person what was promised, what happened, and what needs an answer.
Read article