Opportunity Quote Tracking
Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote Tracker
- Click on the Opportunity/Quote
Image Opportunity-Quote 1
The Opportunity/Quote Search screen will appear.
- Click on Filter > Search
This will populate all the available orders.
NOTE: Currently everything comes through TARS and shows as new.
Image Opportunity-Quote 2
Creating a Quote
Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote Entry
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