From CommenceCRM-Help
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To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button. | To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button. | ||
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::::::::1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear. | ::::::::1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear. | ||
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::::::::4. To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button. | ::::::::4. To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button. | ||
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[[File:image157.jpg|left]] | [[File:image157.jpg|left]] | ||
::::::::5. To add an item to a Quote, click on the “Add Item” button to view a list of products. Place a checkmark beside one or more products to be added to your quote. Then, click on the “Select” button. | ::::::::5. To add an item to a Quote, click on the “Add Item” button to view a list of products. Place a checkmark beside one or more products to be added to your quote. Then, click on the “Select” button. | ||
Revision as of 18:47, 16 September 2012
To modify a quote, view it in the normal manner. Any field that allows a modification can be changed and saved permanently. Items may be removed by placing a checkmark beside the item and clicking on the “Remove Items” button. Items may be added in the normal manner using the “Add Item” button.
- Step-by-Step
- 1. Select the Opportunity from the list of Sales Oppor-tunities. The “Opportunity” dialog for that Opportuni-ty will appear.
- 2. In the “Select a Related View” dropdown menu, select “Quotes.” Summarized quotation information will appear.
- 3. To view detailed information about a Quote click on the Quote’s “Title.” The “Quote Detail” screen for that quotation will appear. You may modify infor-mation in any field, which allows you to do so. Click on the “Save and Close” button to close the screen and save your modifications.
- 4. To remove an item from a Quote, place a checkmark beside the item and click on the “Re-move Items” button.
- 5. To add an item to a Quote, click on the “Add Item” button to view a list of products. Place a checkmark beside one or more products to be added to your quote. Then, click on the “Select” button.