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  2. Glossary
  3. Quote
CRM Glossary

What is Quote?

A formal document sent to a prospect detailing the products or services offered, quantities, prices, discounts, and terms. Quotes are often generated directly from deal records in the CRM.

Related terms

Qualification
The process of evaluating whether a lead is a good fit for your product based on criteria like budget, authority, need, and timeline (BANT). Qualification prevents reps from...
Revenue
The total income generated from sales of products or services. In a CRM context, revenue is tracked at the deal, account, and organizational level to measure business performance.

All 52 terms in the CRM Glossary

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