Create a quote
Create a quote in Quote Management to start the quote building process.
Before you begin
Role required: sales_agent
About this task
When you start a quote, a pop-up prompts you for quote information. You can choose to create a quote for a customer account or consumer. The pop-up changes depending on your choice.
- Account – The quote is created for an existing customer account.
- Consumer – The quote is created for an existing consumer.
Procedure
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In the CSM Configurable Workspace, select the List
view.
- Navigate to and select New.
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In the Create new quote dialog box, fill in the fields.
- To create a quote for an account, select the Account.
- To create a quote for a consumer, select the Consumer name.
To Description Create quote for an account Enter the following: - Contact: Name of the primary customer contact.
- Short description: Brief description of the quote for this account.
- Expiration date: Date and time that the quote expires.
Create quote for a consumer Enter the following: - Short description: Brief description of the quote for this consumer.
- Expiration date: Date and time that the quote expires.
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Select one of the following to continue.
To Close and save the quote Select Save and close. The quote is saved and a message appears showing the quote number. Continue working on the quote by selecting the number. Add line items Select Add line items. The quote opens in the Details form. - Fill in the information in the quote form.