Difference between revisions of "How do I add finance details to a prospect quotation?"
From Catalyst
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* [[Getting Started - Sales Prospecting]] | * [[Getting Started - Sales Prospecting]] | ||
+ | {{KB_Tags|Add, Finance, Details, Prospect, Quote}} | ||
{{KB_SP}} {{ZN_Admin}} | {{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>.
See also
- How do I Set up Prospect Finance Details?
- How do I Create a Quote for a Prospect?
- Getting Started - Sales Prospecting