How do I add finance details to a prospect quotation?
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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>.
