For Creating a New Quotation
- On Dashboard, click or mouse over Quotations
- Navigate to New Quotation and select
- Add Quotation page will open
- Select type of Quotation (Sales / Purchase)
- An additional field Auto Generate will show
- Select type
- From list of Enquiries, select Enquiry
- Details of Enquiry will show
- Select choice from Associate Opportunity
- If Associate WIth Existing Opportunity is selected, choose Company or Contact from list
- Click Submit