Contact - New Quote Workflow

Account - New Quote Workflow, shown in the following figure, 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.

Contact - New Quote Workflow. This image is described in surrounding text.

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.