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As of 04/15/24 meeting, we assume all End User Quote must start with an opportunity created already.
Start Quote
Click the New End User Quote on the Opportunity List
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The Quote will be displayed
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Add Customer Info
Search by Phone No. or Email
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Search by Name
Use this field to search
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Search Note:- The serach result will only show “End User” Accounts.
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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