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Field Name | Help | |
|---|---|---|
Opportunity Name | Manually enter a value. | |
Opportunity 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 automaticallyAccount | Manually enter a value or leave it blank. |
Assigned Dealer | Manually enter a value, or if blank, populated automatically based on the current logged-in user. | |
Assigned Salesperson | Manually enter a value, or if blank, populated automatically based on the current logged-in user. | |
Closed Date | Manually enter a value. | |
Stage | Manually enter a value. | |
Price Book | Standard Price Book is entered automatically |
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Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer.
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Select a customer, and then the system will automatically populate the name and the address to the quote, together with the customer ID.If you update the customer’s name and address and then click Save, the system will automatically update the account with the updated information.
If the customer is new and using a template account, with the New Customer Template field = yesdoes not exist in the database, the system will create a new account with the entered customer’s name and address.
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The detailed finance program with modified Participation Cost and Dealer Margin is saved in the Finance Program Details field on the Quote for future retrieval.
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