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On the Quote, The following information is automatically populated.
Assigned Dealer
Assigned Salesperson
Customer Account
Quote Currency
Update these fields as necessary.
Then Click Save.
Field Name | Help |
|---|---|
Opportunity Name | Default to Account Name |
Opportunity Currency | Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank. |
Account | Search for an Account, or enter relevant information to create a new account |
Price Book | Default to Standard Price Book |
Closed Date | Default to Today’s date |
Stage | Default to “Proposal” |
Assigned Dealer | Default to the account that is linked to the Assigned Salesperson. |
Assigned Salesperson | Default to the contact that is linked to the logged-in user. |
Update these fields as necessary.
Then Click Save.
Read Editing Quotes to continue to edit the quote.
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