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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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Search for the customer under Customer Account.
Navigate to the Customer tab. You can use Phone No. or email to search for an existing customer.
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Select a customer, and then The Quote will be displayed.
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Add Customer Info
Search by Phone No. or Email
Use this field to search.
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Search by Name
Use Customer Account field to search.
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The search result will only show “End User” Accounts.
After you select a customer, the system will automatically populate the name and the address to the quote, together with the customer ID.
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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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On the Quote, The the following information is automatically populated.
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Update these fields as necessary.
Then Click Save or Quick Save.
The Opportunity will automatically be created in the background. No need to click “Create OpportunityOpportunity”.”
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Read Add Quote Details / Edit Quote to continue to edit the quote.
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