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Review the Opportunity
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Add Quote Details After Initially Saving the Quote
The quote record will be displayed.
Click the Edit button
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Edit a Quote From the Opportunity
Select the dropdown arrow from the quote you wish to Edit
Select Edit
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Click Add Lines to add products.
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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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Read Assign Serial Numbers to a Quote to assign serial numbers to the opportunity.
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