•On this page, you will select the Client and Opportunity.
•NOTE: If you started this quote from an opportunity, you will skip this page. You have already selected the client and opportunity by starting the quote from that record.
1.Client: If you do need to select a Client, click the ellipses to reveal the Account drop-down, and browse or search for the relevant Company or Contact. Select the Company or Contact.
2.Opportunity: If the Client has any existing Opportunities, they will appear in the selection grid below.
a.Select Existing Opportunity: If you want to use an existing Opportunity, choose "Select Existing Opportunity" from the drop-down, and click on the Opportunity record you want to use.
b.Create New Opportunity: If you do not want to use an existing Opportunity, or the Client does not have any Opportunities, select "Create New Opportunity" from the drop-down.
3.Click Next.
