1/30/2009
The new CustomerTRAX worksheet is designed to help sales people (C&F) calculate margins and easily communicate that information to management. Each
Deal created in CTRAX has the ability to import Inventory costs, spec lines, and additional costs. Once a worksheet has been completed and the numbers are ready for a presentation to the customer, selecting the
Preview Quote button will generate a Quote that is automatically attached to the
Deal.
Agricultural, C&CE, and Golf & Turf Dealers can use our JDQuote2 integration to link existing quotes or jump start new quotes from any
Deal.