Understanding Proposals for a Lead or Opportunity
After you have generated and qualified a lead or opportunity, you can create a proposal and send it to the potential customer. On the Propose page of the Lead component (RSF_LEAD_ENTRY) or the Opportunity component (RSF_OPPORTUNITY), you can add the specific products, quantities, and prices to include in the proposal. If you have licensed PeopleSoft Order Capture, you can create a quote that includes the information you entered on the Propose page. Then, you can put together a package of information to send to the potential customer. If the lead or opportunity becomes an actual sale and you have licensed Order Capture, you can create an order from the information entered on the Propose page.