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বাংলা গাইড

Leads and offers

Answering buyers' and sellers' service requests, and sending, replacing or withdrawing firm price offers.

Last checked: 1 October 2026

এই গাইডটি বাংলায় পড়ুন
Contents
  1. Reading and answering leads
  2. Sending a firm offer
  3. Changing or withdrawing an offer
  4. Frequently asked questions (FAQ)

Reading and answering leads

  1. Open Leads in the menu. Filters: All, New, Quoted, Contacted, Declined, Closed.
  2. Choose a lead — the company, service, route (Route:) and details show.
  3. Write your answer or price idea and press Send Response.
  4. To change its status: Mark Contacted, Mark Closed or Decline.
The Leads page: status filters, the lead list on the left, the lead's details and answer box on the right
  1. 1. Filters — New shows only new leads you haven't answered.
  2. 2. Click a lead — the company, service, route (Route:) and the customer's description show on the right.
  3. 3. The answer box — write your price idea, what you need to know or when you can do it, clearly.
  4. 4. Send Response — sending it opens a conversation with the customer. Keep the lead's status tidy with Mark Contacted, Mark Closed and Decline below.

Sending a firm offer

Once the price is agreed, send an offer. An offer is a firm price for one job; the customer accepts or declines it as a whole.

  1. Offers → Write an offer.
  2. Who it goes to — choose the lead's or conversation's company (give the company ID if needed).
  3. Which service — which of your services.
  4. Title and What is included — say clearly what the price covers and what it doesn't.
  5. Price (at least 1) and Currency.
  6. Payment type: Online only, Offline only, Either or No preference — either way.
  7. Validity — how long the offer stays open (a time in the future).
  8. Send the offer.
The Write an offer form: who to, which service, title, what is included, price and how they may pay
  1. 1. Who it goes to — choose the lead's or conversation's company; if it isn't listed, search by name or Company ID in the field next to it.
  2. 2. Which service — which of your services the offer is for.
  3. 3. Title — the job in one line, for example "Customs clearance, 2 x 40ft, Chattogram".
  4. 4. What is included — what the price covers and what it doesn't. The customer sees exactly this, so write it clearly.
  5. 5. Price, with Currency next to it.
  6. 6. How they may pay — online, offline or either. Below it, Hold this price until says how long the price stands.

Changing or withdrawing an offer

  • A sent offer cannot be edited. To give a new price, replace it with a new offer (Replace this offer with a new price → Send the replacement). The customer still sees the old one too (superseded, with its original price).
  • To withdraw it: Withdraw this offer? → Yes, withdraw. The customer can then no longer accept it.
  • When the customer accepts, the offer becomes a service order — Service orders and payment.
The Offers page: the new-offer button and a sent offer with its new-price and withdraw buttons
  1. 1. Write an offer — a new offer.
  2. 2. A sent offer — title, status (Sent), who it went to and the price; on the right, when it was sent and how long it holds.
  3. 3. Send a new price — change the price; a new offer replaces the old one (Replace this offer with a new price).
  4. 4. Withdraw — take the offer back before the customer accepts it.

Frequently asked questions (FAQ)

I put the wrong price on an offer.
It can't be edited. Replace it with a new price, or withdraw it (before the customer accepts).