Creating a
Quote for a Lead
is done by clicking the
Quotes icon from the Leads toolbar.
The next
window that will open will list any existing Quotes and allow you to generate a
New Quote for a Lead. Clicking the New Quote icon in the lower right hand corner will open
the main screen to add details within a Quote to a Lead. It is important to note
that any Quote you create from a Lead's file will automatically be associated
with that Lead.
Below is the
main window to add details for a Quote.
Simply specify all of the details such as
dates the Quote will be valid, products, Sales Rep, Status of the Quote, and any
shipping information. Then Save your changes and the Quote will automatically be
added to the Lead file.