Difference between revisions of "Sales Opportunities/How to View a Quote"

Revision as of 16:06, 27 November 2012

1. To access the Sales module click on the Sales module tab. The Sales screen displays a listing of your sales opportunities.

2. Select the respective opportunity from the list by clicking the opportunity title. The Opportunity dialog displays.

2. From the Related Info dropdown menu, select Quotes. Summarized information about the quote(s) displays.

3. To view detailed information about a quote, click the quote’s title. The Quote Detail screen displays.

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