How To Create A Pre-Sales Receipt | Step-by-Step Guide

Описание: Learn how to create a Pre-Sales Receipt in StrategicERP with this step-by-step guide. This video walks you through the entire process of generating a receipt under the Lead Management Module, including selecting the project, unit type, customer details, and managing payment information such as cheque details and multiple payment modes.

Whether you’re a sales executive or ERP user in real estate, this StrategicERP tutorial is designed to help you efficiently manage your sales receipts and connect them with client enquiries using the pre-sales form.

Watch till the end to understand how to submit data for approval and view receipt history. This is a perfect guide for those using software for real estate CRM and sales automation.

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