Create a quote

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a quote in Quote Management to start the quote building process.

    Antes de Iniciar

    Role required: sales_agent

    Por Que e Quando Desempenhar Esta Tarefa

    When you start a quote, a dialog box prompts you for quote information. You can choose to create a quote for a customer account or consumer. The dialog box changes depending on your choice.
    • Account – The quote is created for an existing customer account.
    • Consumer – The quote is created for an existing consumer.

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Quotes > All and select New.
    3. On the Create new quote form, fill in the fields.
      ToDescription
      Create quote for an account Select the Account and 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.
      • Channel partner: (Optional) The name of the organization selling a product or service.
      Create quote for a consumer Select the Consumer name and enter the following:
      • Short description: Brief description of the quote for this consumer.
      • Expiration date: Date and time that the quote expires.
    4. Select Save and close.
      The quote is saved and you return to the Quotes list view.
    5. Select refresh to see the new quote in the list.
    6. Select Add Line Items to save the quote and begin adding quote line items.

    O que Fazer Depois

    Add and view details of a quote.