Difference between revisions of "How do I add finance details to a prospect quotation?"
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== More Information == | == More Information == | ||
| − | * [[How do I | + | * [[How do I create a quotation for a prospect?|Create]] or amend an existing prospect quote. |
* Press {{KeyPress|C-F6}} to open the Finance Details screen. | * Press {{KeyPress|C-F6}} to open the Finance Details screen. | ||
* Type in the code for the finance agreement you wish to use. | * Type in the code for the finance agreement you wish to use. | ||
| − | ** For information on setting up new finance details see [[How do I | + | ** 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 | + | * [[How do I set up prospect finance details?]] |
| − | * [[How do I | + | * [[How do I create a quotation for a prospect?]] |
* [[Getting started - Sales Prospecting]] | * [[Getting started - Sales Prospecting]] | ||
{{KB_Tags|add, finance, details, prospect, quote}} | {{KB_Tags|add, finance, details, prospect, quote}} | ||
{{KB_SP}}{{ZN_Admin}} | {{KB_SP}}{{ZN_Admin}} | ||
Revision as of 06:29, 16 February 2019
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 quotation for a prospect?
- Getting started - Sales Prospecting
