Difference between revisions of "Sales Opportunities/How to View a Quote"
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Select a prospect from the Sales Opportunity List. On the pro-spect’s “Opportunity” dialog, select “Quote” from the “Select a Related View” dropdown menu. To view detail about a Quote, click on the Quote’s “Title.” | Select a prospect from the Sales Opportunity List. On the pro-spect’s “Opportunity” dialog, select “Quote” from the “Select a Related View” dropdown menu. To view detail about a Quote, click on the Quote’s “Title.” | ||
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| + | 1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear. (shown below) | ||
| + | 2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized information about the quote will appear. | ||
| + | 3. To view detailed information about a Quote, click on the Quote’s “Title.” The Quote detail screen will ap-pear. | ||
| − | + | [[File:ScreenHunter_60 Sep. 25 14.34.jpg]] | |
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Revision as of 18:49, 25 September 2012
Select a prospect from the Sales Opportunity List. On the pro-spect’s “Opportunity” dialog, select “Quote” from the “Select a Related View” dropdown menu. To view detail about a Quote, click on the Quote’s “Title.”
1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear. (shown below)
2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized information about the quote will appear.
3. To view detailed information about a Quote, click on the Quote’s “Title.” The Quote detail screen will ap-pear.
