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Category: Quotes


  How To Create A New Quote? (KB10000076)
1. Quotes are created from within Lead details or Account Details. 2. First you need to search and locate the Lead or Account for whom you with to create the quote. 3. You can use the Keyword Search Tool on th ...
  How To Print A Quote? (KB10000077)
If the quote needs to be created Click Here to learn how. 1. Locate the quote by clicking the Lead/Account Quotes tab from the top or locating the lead or a ...
  How To Email A Quote? (KB10000078)
If the quote needs to be created Click Here to learn how. 1. Locate the quote by clicking the Quotes tab from the top or locating the lead or account and s ...
  How To Edit A Quote? (KB10000099)
1. Quotes are created from within Lead details or Account Details. 2. First you need to search and locate the Lead or Account for whom you created the quote. 3. You can use the Keyword Search Tool on the left, ...
  How To Convert A Quote Into An Invoice? (KB10000155)
To convert a quote into an invoice follow these steps; 1. Open up the quote you wish to work on. 2. Click Create invoice 3. During this step, make sure to select the quantity ship items. Not selecting Qty ...
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