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Recent content by JamesStelfox
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Create a quotation template
Thanks for that. Are you able to point me in the right direction to get me started? Thanks James- JamesStelfox
- Post #3
- Forum: Microsoft: CRM
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Create a quotation template
Hi, I hope you can help. We have recently started using Microsoft CRM and so far have just been using it as a glorified address book. I now want to start using it to generate quotes, but I need to develop a template with our company heading etc on it. Can any of you advise what I need to do...- JamesStelfox
- Thread
- Replies: 2
- Forum: Microsoft: CRM
