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If you know the customer’s Phone or Email, use them to search for an account.
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You are not allowed to delete an account when there are opportunities created for it. |
Alternatively, you can search on the Opportuntity Opportunity list.
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Create a New Opportunity
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Field Name | Help | ||
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Opportunity Name | Manually enter a value. | ||
Opportunity Currency | CAD is entered automatically. | ||
Account | Manually enter a value or leave it blank. | ||
Price Book | Leave it blank. Standard Price Book will be entered automatically when saving. | ||
Closed Date | Manually enter a value. | ||
Stage | Manually enter a value. | ||
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 New Quote button on the Opportunity.
If there are quotes created already for the opportunity, the system will display the latest quote for editing.
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To clone from an existing quote, click Quote Number to go to the Quote page,
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If the customer does not exist in the database, the system will create a new account with the entered customer’s name and address.
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Currently, if you change the Customer’s First Name, Last Name, Phone, Email and Address, the changes are NOT copied back to the account. Need to discuss it more. |
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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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