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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| − | + | [[File:image004.gif|left]] | |
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| − | 3. To view detailed information about a Quote, click on the Quote’s “Title.” The Quote detail screen will ap-pear. | + | |
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| + | ::::::'''''Step-by-Step''''' | ||
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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) | ||
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| + | ::::::::2. In the “Select a Related View” dropdown menu, se-lect “Quotes.” Summarized information about the quote will appear. | ||
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| + | ::::::::3. To view detailed information about a Quote, click on the Quote’s “Title.” The Quote detail screen will ap-pear. | ||
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| + | [[File:image155.jpg]] | ||
Revision as of 18:39, 16 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.”
- Step-by-Step
- 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.
