Don’t miss out!
Get the latest resources sent directly to your inbox.
Did you know that IDS Astra G2 provides you with a quick and easy way to switch between a Deal, FI Quote and Sales Quote? Here’s how:
If you’re in a Deal, right click on the word Deal in the blue box
If you’re in a FI Quote, right click on the words FI Quote in the green box
If you’re in a Sales Quote, right click on the words Sales Quote in the brown box
The drop-downs will give you the ability to select the available options for converting between Deal, FI Quote and Sales Quote which, in turn, will allow for you to keep more accurate data and serve your customers more efficiently.
Get our latest resources in your inbox.
Get the latest resources sent directly to your inbox.