How to Add Quotation on an Ongoing Deal?
This article will help you walkthrough on how to add Quotation on an Ongoing Deal.
Prerequisites
Permission:
1) Any user with Create and/or Update permission for Quotation under the Order Management.
2) Any user with the Deal read permission.
Product Plan: All
Activities to be completed: None
Step by Step Process
1) Navigate to the " Deals" tab on the sales panel.
2.) List of all Deals present would appear. Select the deal you would like to add the Quotation for.
3.) Once you have selected the deal, click on Quotation tab present in the extreme right coner.
4). Click on Add option.
6. Add all the details related to the Quotation and Save it.