Operations CRM - Create a Quote within a Lead

1. Navigate to "CRM"

   To generate a quote from a lead in the Operations Portal, navigate to "CRM".

   

2. Click "Opportunities"

   Then, select "Opportunities". In order to access and update leads on the Opportunities screen, you will need to be set up either as an "administrator" or a "superuser", or have the following roles: "leadEdit", and "leadView".

   

3. Enter the Lead number to search

   In the Search field, enter the lead number or keyword to search.

   

4. Click on the more details icon

   Click on the more details icon to view the lead details page.

   

5. Click on the "Create Quote" icon

   Then, click the "Create Quote" icon.

   

6. Type in the company name or code

   A dialog box will appear. The quote must be associated with a specific company. Type in the company name or code in the provided field to search.

   

7. Select from the result

   Then, select the company from the result.

   

8. Click "Create"

   Now, click "Create".

   

9. Check the Company associated to the Quote

   Check the Company associated to the Quote.