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. What process do we want to follow? There is also a Dashboard Opportunity/Quote Status Dashboard – do we want to use this or use TARS or Quote Tracker?
Image Opportunity-Quote 2