Shipmnts Knowledge Base | Getting Started With Sales Hub

Getting Started with Sales Hub
Getting Started with Sales Hub
⚠️ In order to be able to fully utilise the power of real time notification as a new Inquiry/ Quote is made or any changes are made in sales hub ensure that your browser notifications are activated. ⚠️ For best experience we recommend you use Chrome, ...
Creating and Sharing a Sales Quotation
In Shipmnts all Quotes are tied to Inquiries. You cannot create a quote without creating an Inquiry first. Click Here to view how to create an Inquiry. 1. Click on Sales under Navigation Menu 2. Click on Active Inquiries 3. Go to Workspace Quick ...
Creating an Inquiry
1. Click on Sales 2. Click on Active Inquiries 3. Click on Create Inquiry 4. In this sample we will be creating an Inquiry for Ocean Export Forwarding. Click on Ocean Export Forwarding. 5. Fill up all of the Mandatory Fields and all of the details ...
Marking an Inquiry Won/ Lost
1. Click on 3 dots beside the Inquiry that you'd like to Mark as Won 2. Click on Mark Inquiry As Won 3. You may review and make changes in the Inquiry if needed. Click on Update & Continue 4. For Inquiry with multiple quotes check the quote that was ...
Creating an Order/ Shipment directly from Won Inquiry
Go to Inquiry workspace under Sales Hub 1. As you are proceeding to mark your Inquiry/ Quote as won Click on 'Won & Create Shipment' Or 'Won & Create Order'. For this example we are creating a direct Shipment Incase you would like to know how to mark ...

Popular Articles
Common Terms
Abbreviation Term Description ETD Estimated time of departure The projection determines when a shipment is expected to leave its point of origin. ETA Estimated time of arrival While commonly used in casual settings, this abbreviation holds a formal ...
How to create a debit note against an invoice
How to create a debit note against an invoice Helps you create a credit note against a particular invoice Alok Patel On the dashboard, search for "Purchase Invoice List" in the universal search bar and select it ( as shown in figure) Following page ...
Shipmnts Pulse - Q1 2025
? Welcome to Shipmnts Pulse where we share everything new & exciting that's launched in Shipmnts! This Quarter’s Shipmnts Pulse brings you a complete design and branding makeover of the Shipmnts TLM platform, the launch of our Business Health ...
How to Handle Switch BL Case in Shipmnts?
Step 1: Just open up any job (FCL/LCL) and open the HBL document where house shipments are associated with that job. Then click on the HBL document which is to be switched. Step 2: Once the document opens go to Document Action of that HBL Editor ...
How to Handle Switch BL Case in Shipmnts?
Step 1: Just open up any job (FCL/LCL) and open the HBL document where house shipments are associated with that job. Then click on the HBL document which is to be switched. Step 2: Once the document opens go to Document Action of that HBL Editor ...

Shipmnts Knowledge Base | Getting Started With Sales Hub | Knowledge Base