Search for an Opportuntity

Requirements

• Every sale must have an opportunity.

• Quotes must be created from opportunities.

• It is possible to sell multiple serialized products on one Opportunity.

• It is possible to sell multiple serial numbers per product on one Opportunity.

Search for an Existing Opportunity

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.

Open

Open

Alternatively, you can search on the Opportunity list.

Create a Quote when No Opportunity Exists

Create a Quote from an Opportunity