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Start Quote
Click the New End User Quote on the Opportunity List
Search for the customer under Customer Account.
Navigate to the Customer tab.
The Quote will be displayed
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Add Customer Info
Search by Phone No. or Email
Use this field to search
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Search by Name
Use this field to search
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Select a customer, and then the system will automatically populate the name and the address to the quote, together with the customer ID.
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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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On the Quote, The following information is automatically populated.
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Update these fields as necessary.
Then Click Save. or Quick Save
The Opportunity will automatically be created in the background. No need to click “Create Opportunity.”
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