How to create a Quotation:
If creating a Quotation for a Customer:
- Main Menu
- Click Customers
- In the list on the left, select the Individual or Company that you would like to create a quotation for by clicking the blue circle button
- In the bottom half of the screen, click on the Quotes tab
- Select the name of the contact you would like to create the quotation in the drop down list
- Click the New Quote button
If creating a Quotation for a Prospect:
- Main Menu
- Click Prospects
- In the list on the left, select the Individual or Company that you would like to create a quotation for by clicking the blue circle button
- In the bottom half of the screen, click on the Quotes tab
- Click the New Quote button
Once the quote has been completed, it can be reopened from the Quotes tab by clicking on the blue circle button on the same line as the quotation you would like to view.
Note: You must have sufficient rights to access the quotation.