How many users do I need for quote management?
Typically, the sales rep is the one who generates and sends the quotes. With the right software and a good quote management process in place, one person can handle all quote-related tasks for the leads they manage.
The number of users you need for your quote management system will depend on the size of your team and the number of leads they manage. If your team is small and each sales rep manages a relatively small number of leads, one user may be sufficient. If your team is larger or each sales rep manages a larger number of leads, you may need multiple users.
Your quote management system should be able to handle the number of users you need. If you’re not sure how many users you need, contact the Rizer CRM team to discuss your options.