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Opening the Quote
Edit a Quote From the Opportunity
Select the dropdown arrow from the quote you wish to Edit
Select Edit
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Add Quote Details After Initially Saving the Quote by Clicking “Save”
The quote record will be displayed.
Click the Edit button
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Select the dropdown arrow from the quote you wish to Edit
Select Edit
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Add Quote Details After Initially Saving the Quote by Clicking “Quick Save”
The details are available automatically after clicking “Quick Save”
Adding / Editing Products
Scroll to the bottom
Click Add Lines to add products.
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Type any part of the Product Name to search for 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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