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Review the Opportunity
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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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Opportunity is sync’d from the latest quote.
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Assigning Serial Numbers
Click Quick Save uote, the Assign Serial Numbers section will be updated.
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