Sales Opportunities/How to View a Quote - Revision history

J.collier at 16:18, 1 December 2012

2012-12-01T16:18:18Z

2012-12-01T16:18:09Z

2012-11-27T18:22:14Z

2012-11-27T16:06:33Z

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2012-11-27T15:57:24Z

2012-09-27T09:27:14Z

2012-09-25T18:49:27Z

2012-09-16T18:40:47Z

2012-09-16T18:39:14Z

← Older revision		Revision as of 16:18, 1 December 2012
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−	Return to '''[[~~SalesOpportunities~~]]'''	+	Return to '''[[Sales Opportunities]]'''

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 . From the '''Related Info''' dropdown menu, select '''Quotes'''.  ''Summarized information about the quote(s) displays.''
 . 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]]
 Return to '''[[SalesOpportunities]]'''

← Older revision		Revision as of 16:06, 27 November 2012
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	[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]		[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]
		+
		+
		+	Return to '''[[SalesOpportunities]]'''

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-. To access the Sales module, select the Sales module tab. The
+. To access the '''Sales''' module click on the Sales module tab. ''The Sales screen displays a listing of your sales opportunities.''
-.	In the “Select a Related View” dropdown menu, se-lect “Quotes.”  Summarized information about the quote will appear.
+. Select the respective opportunity from the list by clicking the opportunity title. ''The Opportunity dialog displays.''
-.	To view detailed information about a Quote, click on the Quote’s “Title.”  The Quote detail screen will ap-pear.
+. From the '''Related Info''' dropdown menu, select '''Quotes'''.  ''Summarized information about the quote(s) displays.''
 [[File:ScreenHunter_60 Sep. 25 14.34.jpg]]

@@ Line 1: / Line 1: @@
-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.”
+. To access the Sales module, select the Sales module tab. The
 Select the Opportunity from the list of Sales Oppor-tunities.  The “Opportunity” dialog for that Opportuni-ty will appear. (shown below)
 .	In the “Select a Related View” dropdown menu, se-lect “Quotes.”  Summarized information about the quote will appear.

← Older revision	Revision as of 16:18, 1 December 2012
(No difference)

← Older revision		Revision as of 09:27, 27 September 2012
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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.
		+

	[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]		[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]

@@ Line 2: / Line 2: @@
 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.”
-[[File:image004.gif|left]]
-::::::'''''Step-by-Step'''''
+[[File:ScreenHunter_60 Sep. 25 14.34.jpg]]

← Older revision		Revision as of 18:40, 16 September 2012
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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.

−	[[File:image155.jpg]]	+	::::::[[File:image155.jpg]]