Quote

Introduction

Following shows a sample window.

The chapter describes features available within the window.

crm-quote-en.png

 

Create quote

Click "New quote" on upper right corner of quote table

crm-quote-en.png

Enter quote data.  Click "+ Add line" if needed. Click "Submit" when done.

crm-quote-modal-new-en.png

 

Update quote

Click "Update" button on right of the quote

crm-quote-en.png

Update quote data, then click "Update"

Click "+ Add line" if needed

crm-quote-modal-update-en.png

 

View quote

Click "View" button on right of the quote

crm-quote-en.png

Quote modal appears

crm-quote-modal-view-en.png

 

Approve quote

Click "Approve" button on the right of quote

crm-quote-en.png

When quote modal appears, click "Approve" or "Disapprove" button to confirm

crm-quote-modal-approve-en.png