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1. To access the Sales module, select the Sales module tab. The  
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1. To access the '''Sales''' module click on the Sales module tab. ''The Sales screen displays a listing of your sales opportunities.''
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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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2. Select the respective opportunity from the list by clicking the opportunity title. ''The Opportunity dialog displays.''
  
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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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2. From the '''Related Info''' dropdown menu, select '''Quotes'''.  ''Summarized information about the quote(s) displays.''
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3. To view detailed information about a quote, click the quote’s title.  ''The Quote Detail screen displays.''
  
  
 
[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]
 
[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]

Revision as of 16:06, 27 November 2012

1. To access the Sales module click on the Sales module tab. The Sales screen displays a listing of your sales opportunities.

2. Select the respective opportunity from the list by clicking the opportunity title. The Opportunity dialog displays.

2. From the Related Info dropdown menu, select Quotes. Summarized information about the quote(s) displays.

3. To view detailed information about a quote, click the quote’s title. The Quote Detail screen displays.


ScreenHunter 60 Sep. 25 14.34.jpg

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