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Opportunity Quote Tracking

Follow the navigation: Sales Management>Quote Management>General Operations>Opportunity/Quote Tracker

  1. Click on the Opportunity/Quote


Image Opportunity-Quote 1

The Opportunity/Quote Search screen will appear.

  1. 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

  1. Click on Summary > Opportunity/Quote
  2. Click on Search
  3. In Search Results, click on the job requiring a Quote



Image Opportunity-Quote 3



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