Create a Quote when No Opportunity Exists

Click the New End User Quote on the Opportunity List

Search for the customer under Customer Account.

On the Quote, The following information is automatically populated.

Field Name	Help
Opportunity Name	Default to Account Name
Opportunity Currency	Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank.
Account	Search for an Account, or enter relevant information to create a new account
Price Book	Default to Standard Price Book
Closed Date	Default to Today’s date
Stage	Default to “Proposal”
Assigned Dealer	Default to the account that is linked to the Assigned Salesperson.
Assigned Salesperson	Default to the contact that is linked to the logged-in user.

Update these fields as necessary.

Then Click Save.

The Opportunity will automatically be created in the background. No need to click “Create Opportunity.”