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How to Add Quotes to Customer Deals

Prerequisites: Customer Deals
Alternatives: None See Also: Delete Customer Deals
Search Customer Deals
Add Quotes to Customer Deals

Adding Quotes to Customer Deals provides the detail of the deal.

  1. After successfully saving the Customer Deal, click on the Quotes Tab.
    • Multiple Quotes can be linked to the Customer Deal.
  2. Add New Quote - Creates New Quote
  3. Link Quote - Pops up screen to select Quotes that have been created for Customer.
  4. Checking the box beside the Quote allows
    1. Edit - takes you to the edit screen of the Quote
    2. Unlink - Unlinks the Quote from the Deal
      • You can select multiple quotes to unlink
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