Effective Quoting with KBBConnect

KBBConnect will help you to work more effectively at every stage of your project, and this webinar to designed to help get you quoting straight away. We will add and amend customer details; enter your components and price in different ranges; change your margins and discounts on a job by job basis; re-quote without having to re-enter information, and great looking, accurate quotes, tailored to each customer.

Target Audience:   Staff new to KBBConnect or wanting a refresher / not undertaken training

Duration: 45 minutes

We will cover:

  • The KBBConnect Quoting Screen
  • Finding your KBBConnect Quotations
  • Entering Client and lead details and Creating your Quotation
  • Getting to the right quote figure and margin check
  • Customising your quotation
  • Re-quoting in different ranges
  • Next steps
  • Your questions

 

Quick Guides:                   Quoting and Ordering in KBBConnect

Videos:                              Quoting and Ordering in KBBConnect