Difference between revisions of "Sales Opportunities/How to View a Quote"
From Commence CRM-Help
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| − | + | 1. To access the Sales module, select the Sales module tab. The | |
| − | + | Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear. (shown below) | |
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2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized information about the quote will appear. | 2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized information about the quote will appear. | ||
Revision as of 15:57, 27 November 2012
1. To access the Sales module, select the Sales module tab. The 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.
