Creating Quotes and Orders Outside of the Opportunity Context

You can create Quotes and Orders outside of the Opportunity context, for example when you are in the My CRM work area or in the context of a company.

To create a Quote or Order from outside of the Opportunity context:

1. From My CRM, select the New menu button and select Quote or Order.
2. The New Quote or Order page is displayed.
3. Add the information on the New Quote or Order page. Please refer to Products for more information.
4. You can link the Quote or Order to a company or person at this point using the advanced search buttons.
5. Save the Quote or Order. A new opportunity is automatically created, and the Quote or Order is linked to the new opportunity.

Go to Sales Opportunities home page...

See Also:

Adding Information to an Existing Opportunity

Sending a Quotation

Finding a Quote

Finding an Order