Customer relationship management
This category answers questions about how to create and manage opportunities in VOGSY.
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If an opportunity looks promising, you should create an opportunity card for it, and this page teaches you how. |
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A statement of work (SOW) in VOGSY is a powerful reference tool that, as the name implies, breaks the work of a project down in terms of scope. This topic is a primer on how to create one in VOGSY. |
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This topic explains how to generate a quote. |
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This topic reveals VOGSY’s quote approval process. It also explains who can approve quotes. |
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This topic describes the Sales Pipeline Progression chart, which illustrates the evolution of your sales through the sales funnel. |
