The Presale Module in YoBoox offers comprehensive tools to streamline your presale processes, focusing on proposals and retainers. Here’s what you can expect from this module:
Proposal Management
On the Proposal page, you’ll find a list of all your proposals, allowing you to track each stage of your presale activities. Easily export the proposal list for convenient data management. You can also add new proposals to initiate presale processes.
Proposal Actions
Manage your proposals efficiently with actions such as viewing, duplicating, editing, and deleting. By clicking on the proposal ID, you can access detailed information about the proposal and perform actions like viewing and copying the proposal.
Retainer Management
The Retainers page mirrors the functionality of the Proposal page, providing a platform to manage retainers effectively. Track all your retainers, export the list, and add new retainers as needed.
Retainer Actions
Similar to proposals, retainers can be managed with actions such as viewing, duplicating, editing, and deleting. Access detailed information about each retainer by clicking on the retainer ID, enabling you to view and copy retainer details whenever required.
With the Presale Module in YoBoox, you have the tools and capabilities you need to streamline your presale activities, manage proposals and retainers efficiently, and drive success in your business endeavors.
