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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. |
Creating a Quote
To There are 2 options to create a new quote, click quote.
Option 1 - Click the End User Quote button on the Opportunity to edit the latest quote, or to create a new quote if there are no quotes created yet for the Opportunity.
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Option 2 - Click the New Quote button on Quotes relatest list of the Opportunity.
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To clone from an existing quote, click Quote Number to go to the Quote page,
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| Info |
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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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