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Creating Quotes in Sales Handheld

Quotes includes effective dates, price lists, and discounts used in pricing products and services. Before any of this information can be added to a quote, however, the quote must be created with basic information.

To create a quote

  1. Navigate to the Opportunities screen.

    The My Opportunities list appears.

  2. In the My Opportunities list, select the opportunity for which the quote will be generated.
  3. From the Show drop-down list, select Quotes.
  4. In the Opportunity Quotes view, tap the Quotes list to select it, and then tap the New Record button.

    The new quote is automatically assigned a record identifier, a revision number, the default status of In Progress, and a created date.

  5. In the Name field, enter a name for the quote.

    When you tab to an adjacent field, the quote name becomes a hyperlink.

  6. Drill down on the hyperlink in the Name field to display the More Info form where you can add quote details.
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