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Creating Quotes in Siebel Medical 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.
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. Tap the hyperlink in the Name field to display the More Info form where you can add quote details.