Creating a corporate opportunity for Product
Creating a corporate opportunity
This guide will outline how to create a quote for product. The same process can be used to generate quotes for training.
Select opportunities
Select the opportunities tab
Click on new
New opportunity pop-up
Select Corporate Sales
Click on next
Key Fields
- Opportunity name: Please see Naming convention
- Close date: click on the calendar. Select the date you anticipate a response from the client
- Account name: mandatory, you must link the quote to an account.
- Stage: select from the drop-down menu
- Fill in all other fields you need to.
Save
Confim Addresses
If you haven't already done so confirm billing and shipping addresses before sending the quote. By default the system would use the billing and shipping addresses set on the account.
If the address needs to be different you can choose an existing address from the dropdown or enter a new one by checking the checkbox.
Upon completion
The quote has been created and is in the prepare and send quote stage.
Next Steps
- Add Products
- Send Quote
- Set a reminder task