Difference between revisions of "How do I add finance details to a prospect quotation?"
From Catalyst
| Line 8: | Line 8: | ||
** For information on setting up new finance details see [[How do I Set up Prospect Finance Details?|here]]. | ** For information on setting up new finance details see [[How do I Set up Prospect Finance Details?|here]]. | ||
* Press {{KeyPress|F2}} to choose the finance agreement. | * Press {{KeyPress|F2}} to choose the finance agreement. | ||
| − | |||
| − | |||
* To remove Finance details from a quote press {{KeyPress|A-F6}}. | * To remove Finance details from a quote press {{KeyPress|A-F6}}. | ||
== See also == | == See also == | ||
| − | *[[How do I Set up Prospect Finance Details?]] | + | * [[How do I Set up Prospect Finance Details?]] |
| − | *[[How do I Create a Quote for a Prospect?]] | + | * [[How do I Create a Quote for a Prospect?]] |
| − | *[[Getting Started - Sales Prospecting]] | + | * [[Getting Started - Sales Prospecting]] |
| + | |||
| + | {{KB_SP}} {{ZN_Admin}} | ||
Revision as of 14:43, 21 October 2013
Summary
The following article explains how to add finance details to a quote created in the Sales Prospecting module.
More Information
- Create or amend an existing prospect quote.
- Press <Ctrl+F6> to open the Finance Details screen.
- Type in the code for the finance agreement you wish to use.
- For information on setting up new finance details see here.
- Press <F2> to choose the finance agreement.
- To remove Finance details from a quote press <Alt+F6>.
