Symbient Opta User Documentation
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Reopen Previously Closed Dashboard Widgets Live Chat with Your Organization Navigate & Search for Pages in the Menu See Your Upcoming Events for Today Update Your User Settings Enable 2-Factor Authentication New Header Icon
Create Customer Orders Add Items to Customer Orders Create an Invoice from a Customer Order Create Customer Order PDFs Search Customer Orders
Create Invoices Add Items to Invoices Capture Payments from Invoices Setup Repating Invoices Create Invoice PDFs Create Invoices from Customer Orders Search for Invoices
Create Received Payments Add Items to Received Payments Create Deposits from Received Payments Create Received Payment PDFs Search Received Payments
Create Deposits Create Deposit PDFs Search Deposits
Create Expenses Create Expense Types Add Items to Expenses
Pay Bills
Create Purchase Orders Add Items to Purchase Orders Search Purchase Orders
Add Items to a Refund
Bulk Load Companies & Business Customers Bulk Load Contacts & Individual Customers Bulk Load Products Build Your Bulk Load Lists
Manage Companies Add Companies
Company Overview Custom Fields
Manage Lists Add Lists Edit Lists Delete Lists
Predefined Lists
Manage My Company Add Employees Make Payments
Setup & Configuration
User Roles Predefined User Roles Assign User Roles Add User Roles Modify User Roles Delete User Roles
Vendors & Suppliers
Assets
Create Buyer Personas Delete Buyer Personas Search Buyer Personas
Create Contacts Custom Fields Delete Contacts Search Contacts
Add Quotes to Customer Deals Create Customer Deals Delete Customer Deals Search Customer Deals
Create Customers Custom Fields Delete Customers Search Customers Contacts for Customers
Create Customer Deal Stages Delete Customer Deal Stages Search Customer Deal Stages
Deals Dashboard Add Deals from Dashboard
Create Quotes Add Items to Quotes Delete Quotes Search Quotes
Departments Designations Documents Employees Org Chart Policy Manager Process Manager Requests Time Tracker Manager
Schedule and View Events Add Notes or Attachments to an Event View Calendars for Colleagues Third Party Calendars
Send Messages Within Opta Delete, Mark as Read, or Mark as Unread Messages View Sent Messages
Create Personal Notes
Log Time
Create and Manage To-Do Lists
Create Plans Add Items to a Plan Modify Items on Plans Delete Items from Plans
Create a Category Add Fields to a Category
Create Inventory
Create a Product or Service Update Custom Fields on a Product or Service Add Inventory to a Product
Create Defects Add Notes to Defects
Create Milestones Add Tasks to Milestones Add Notes to Milestones
Project Types
Create Projects Add Versions to Projects Add Tasks to Projects Add Attachments to Projects Manage Folders for Attachments Add Notes to Projects
Create Tasks Add Attachments to Tasks Add Notes to Tasks View Related Tasks View Related Defects
Create Whiteboards Add Drawings to Whiteboards

How to Create Quotes

Prerequisites: None Alternatives: None See Also: Delete Quotes
Search Quotes
Add Items to Quotes



A quote is the estimated cost for a particular job or service.



  1. Log into Symbient Opta and click on the menu options: CRM > Quotes.
    • You will now see a list of any existing Quotes along with the Add button.
    • Quotes are grouped by Customer
  2. Click the Add button to navigate to the new Quotes entry screen.
  3. When the Quotes entry screen opens, fill in all the required information along with options information and click Save.
    1. Required Fields
      1. Company - This is your company and is auto populated by default.
      2. Name - Name of the Quote
      3. Status - What the current status of the quote is:
        • Selections
          1. New
          2. Pending
          3. In Progress
          4. Completed
          5. Cancelled
          6. On Hold
    2. Optional Fields
      1. Description - This is a free form entry field to give a short description of the Quote
      2. Submitted On - Date Quote was submitted to Customer
    3. Protected/Read Only Fields
      1. Amount - This is the total of all products and services entered on the Items tab.
      2. Special Fields
        • Has been submitted to customer - If this box is checked, the Quote has been sent to the customer.
  4. Once you have successfully saved your Invoice, you can add Notes. See How to Add Notes.
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