Learning · 9 of 12
Managing quotes
From a chat request to an order, and following up the quiet ones.
Outcome: No quote left unanswered.
Do this
- Open Quotes and review each new request.
- Accept a quote to create the order, or reject it.
- Read the daily brief for quotes with no reply and follow up.
- Remember: Anchor does not email the quote document, so contact the customer yourself.
Facts last checked 2026-09-26.
Next: Maintaining stock