Create a quote from an opportunity

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a quote directly from an opportunity using the Quotes tab.

    Before you begin

    Ensure that you have captured and provided all the information for your opportunity, such as opportunity details, line items, competitors information, etc.

    Role required: sales_agent

    Procedure

    1. Navigate to the List view Lists tab. and select Opportunity - All.
    2. From the Opportunity List window, select the opportunity you want to work with and select the Quotes tab.
    3. Select Create Quote to create a new quote from the selected opportunity.