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How to submit a quote to Opportunity in CRM 2011 RRS feed

  • Question

  • the proposed sales and marketing flow of CRM planning document satys that we can submit a quote to opportunity. can  some one help as  how this can be achieved?
    Monday, July 16, 2012 7:59 AM

Answers

  • Hi Subbaroa,

    1. Under Lineitems sectiond the pricelist in the opportunity.  

    2. Click on line items and add products. (click add new opportunity product)

    2. Click on quote section and click add new quote button from ribbon.

    3. Now you can see the quote created for that opportunity initially that quote will be in draft status. Open that quote and you can do any changes and add or remove new products.

     


    Thanks & Regards, MS CRM Consultant, V.Surya.

    Monday, July 16, 2012 9:37 AM