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Contact - New Quote Workflow

Account - New Quote Workflow, shown in Figure 16, creates a new Quote for the current Account. It then navigates to the Quote Item Detail View.

It is triggered from the Contacts Screen, Contact List applet menu.

Figure 16. Contact - New Quote Workflow

Workflow Description. This workflow does the following:

1. Create New Quote. Creates a quote
2. Goto Quote View. Calls a sub-process called Goto_Quote, which uses interactive workflow step to navigate to Quote Item Detail View.