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Field Name | Help | |
|---|---|---|
Opportunity Name | Manually enter a value. | |
Account | If blank, the NEW Customer account is populated automatically. The NEW CUSTOMER TEMPLATE account has the field, New Customer Template field checked. | |
Assigned Dealer | If blank, the dealer account that is linked to the assigned rep is populated automatically. | |
Assigned Salesrep | If blank, the contact that is linked to the log in user is populated automatically. | |
Opportuntity Currency | CAD is entered automatically. | |
Closed Date | If blank, the system will enter today’s date automatically. | |
Stage | If blank, the system will enter Discovery automatically. | |
Price Book | Standard Price Book is entered automatically |
Creating Quotes
Click New Quote to create a new Quote.
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