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2 | THIS TEMPLATE (v2) IS FOR NEW OR EXISTING BUSINESS USERS. | |||||||||||||||||||||||||
3 | IT IS DESIGNED TO CREATE & TRACK QUOTES THRU A SALES FUNNEL. | |||||||||||||||||||||||||
4 | IT HAS NO AUTOMATIONS - I AM AVAILABLE FOR HIRE TO CREATE CUSTOM AUTOMATIONS. | |||||||||||||||||||||||||
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6 | Using this template | |||||||||||||||||||||||||
7 | * FIRST * Make a copy of this template. You modify the copy for your use. | |||||||||||||||||||||||||
8 | This template is designed to help you visualize the work to do, the work being done and the work completed. To effectively use this template, input data during the sales-cycle for each lead , account or contact. | |||||||||||||||||||||||||
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11 | Color Code | |||||||||||||||||||||||||
12 | YELLOW or WHITE = Staff Can Edit | BLUE = is Incell Formula or Code | ||||||||||||||||||||||||
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15 | Understand the process and workflow per GLUKIT's DOCUMENTATION | |||||||||||||||||||||||||
16 | In tab_QUOTE_TOOL , change the sales or quote-data as needed. In tab_SALES_FUNNEL , the changes are reflected in a small report ( no input needed ). In tab_SETTINGS you setup configuration. Only incell formulas are used; there is no code or automations. | |||||||||||||||||||||||||
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19 | DISCLAIMER | |||||||||||||||||||||||||
20 | THIS FILE - THIS SOFTWARE - IS PROVIDED “AS IS”, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL THE AUTHOR OR COPYRIGHT HOLDER BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, INCLUDING LOSS OF DATA OR PROFIT, ARISING OUT OF THE USE, OR THE INABILITY TO USE THE SOFTWARE, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR FILE. | |||||||||||||||||||||||||
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23 | AVAILABLE FOR HIRE / CONSULTING | |||||||||||||||||||||||||
24 | -- Otto Grajeda , otto@glukit.com . I am available for hire : to write software and code automations. https://glukit.com/consulting | |||||||||||||||||||||||||
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27 | COPYRIGHT NOTICE | |||||||||||||||||||||||||
28 | © 2024 Otto Grajeda dba GLUKIT. All Rights Reserved | |||||||||||||||||||||||||
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