From CommenceCRM-Help
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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. | ::::::::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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Revision as of 18:40, 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.
