How to Create a Customer or Lead Proposal in Britixo

How to Create a Customer or Lead Proposal in Britixo. Follow the live application screens with clear instructions and English captions. Useful links: Written guide: https://britixo.com/help-centre/create-a-proposal/ Official Britixo website: https://britixo.com/ Help Centre: https://britixo.com/help-centre/ Browse this topic: https://britixo.com/help-centre/category/proposals-estimates/ Convert a proposal to an estimate or invoice: https://britixo.com/help-centre/convert-a-proposal-to-an-estimate-or-invoice/ Receive and manage estimate requests: https://britixo.com/help-centre/receive-and-manage-estimate-requests/ Send and manage an estimate: https://britixo.com/help-centre/send-and-manage-an-estimate/ Contact and product support: https://britixo.com/contact/ Category video playlist: https://www.youtube.com/playlist?list=PLfnPcu-t4wuw Complete video collection: https://www.youtube.com/playlist?list=PLCckil01H-hI Covered in this walkthrough: • Create a linked proposal • Build the commercial offer • Review the saved proposal Recorded in a temporary demonstration workspace with fictional records. Availability depends on your workspace configuration, permissions and connected services. Narration uses a UK English voice. #Britixo #CRMSoftware #ProposalManagement #SalesProposals #SalesManagement MORE HELP https://britixo.com/help-centre/edit-proposal-content-and-items/ https://britixo.com/help-centre/send-a-proposal-by-email/ #CRMTutorial #BusinessSoftware