1. Customer Relationship Management for Sales Implementation Guide
  2. Forms Used to Create Quotes and Sales Orders for Opportunities

Forms Used to Create Quotes and Sales Orders for Opportunities

Form Name

FormID

Navigation

Usage

Search for Opportunities

W90CB020D

Daily Sales Force Automation Processing (G90CA01), Opportunity

Select existing opportunities.

Opportunity - Manage {Customer Name}

W90CB020A

Select a record on the Search for Opportunities form.

Convert an opportunity to a quote or a sales order.

Edit Sales Order

W42101D

Select a quote or sales order from the Opportunity - Manage {Customer Name} form, select the Sales tab, click the Sales Order or Quote link, and then click Select.

Edit a quote or sales order associated with an opportunity.