Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

If you know the customer’s Name, Phone or Email, use them to search for an account.

...

Accounts could be both Person and Business Accounts.

...

Infonote

You are not allowed to delete an account when there are opportunities created for it.

Alternatively, you can search on the Opportunity list.

...

...

Create a Quote when No Opportunity Exists

Create a Quote from an Opportunity