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Field Name | Help |
|---|---|
Opportunity Name | Manually enter a value. |
Opportunity Currency | CAD is entered automatically. |
Account | 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 |
Creating a Quote
To create a new quote, click the End User Quote button on the Opportunity.
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