Creating a quote from an opportunity

June 7, 2010

So an opportunity is finally interested in your product?  The next step in the sales process involves sending a quote to the potential customer.

Quotes in Microsoft Dynamics CRM are automatically generated as a Word Document.

Step-by-Step Instructions

  1. Open an existing opportunity.
  2. Click Quotes on the left.
  3. Click New Quote on the Actions Toolbar.
  4. Make sure the sales information is correct.  (It will pull product information from the opportunity into this quote.
  5. Click Save and Close.

Tips & Tricks


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: