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Requirements
Every sale must have an opportunity.
Quotes must be created from opportunities.
It is possible to sell multiple serialized products on one Opportunity.
It is possible to sell multiple serial numbers per product on one Opportunity.
Search for an Existing Opportunity
If you know the customer’s Name, Phone or Email, use them to search for an account.
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Alternatively, you can search on the Opportunity list.
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Create a New Opportunity
If you are sure there is no existing opportunity for the sale, create a new one using Record Type, End User.
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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. |
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
There are 2 options to create a new quote.
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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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