The Potential section allows your company to track details of Potential Sales from clients. To create a new Potential, choose Potentials under the Sales menu on the main Navigation bar and click Create New Potential.
A new row is then added to the screen. Click in the respective fields to add the information on your Potential Sale. The Accounts field is tied to the different accounts you have created in Cheetah. The Owner field is populated from the Users you have created under Company Settings. When you have completed the different fields click Save. After creating a new Potential, you can view and add extended details by clicking on the name of the Potential. In this view, you can add contacts, notes, tasks and files to the potential sale.
Estimates allow your company to keep track of estimate data from your company. For each Potential, you can have multiple Estimates. There are two ways to create an Estimate. First choose Estimates under the Sales menu on the main Navigation bar and click New Estimate.
Fill in the available fields. The Estimate number will be automatically created. Click the magnifying glass in the Potential field and choose one from the Pop up Box. When finished click the Save button.
After your Estimate is created you can click on the Estimate Number to open an extended editable view seen in the image below.
To update the price of your Estimate, click New Line Items. Line Items are tied to your Products and their respective pricing. Adding a Line Item Product will update your Estimate Total. Click Save after you’re done adding Line Items.
An alternate way to add an estimate is to add it from the Potential page. Click Potentials underneath Sales on the Main Navigation Bar. Choose a Potential from the table by clicking on the individual Potential Name. This will bring you to the Potential Detail Page shown in the image below.
Click the Estimates Tab. From this screen you can create different estimates for each of your Potential Sales. Click the Create New Estimate button and fill in the available fields. When finished, click Save. As before you can click on the Estimate Number to bring up an extended editable view. This method will pass certain fields from your Potential to your Estimate.
Generate a PDF
Another key feature is the ability to Generate a PDF version of your estimate with a single click.
After you’re finished with the details of your estimate, click Generate PDF. A new browser tab will open displaying your line item products, a total, along with other details such as your company logo. You can also edit PDF options from this view by clicking on the PDF Options tab. This will allow you to include or omit details on this specific PDF. You can set organizational wide PDF defaults under Company Settings.