Create New Sage CRM Quote/Order

Window Details		How Do I...
	Navigation		Enter a Sage CRM Sales Order or Customer Quote
	Overview		Enter a Sage CRM Prospect Quote
	Fields		Enter a Sage CRM Opportunity On the Fly

Related Topics
	Sales Order Entry

Navigation

In the Sage CRM side bar, click New. In the New field, select Quote or Order.

Note This task appears only if an opportunity is not currently selected.

Overview

Use Create New Sage CRM Quote/Order to create a quote or sales order for a company, opportunity, and person. You must enter a company name and opportunity to create an order or quote for Sage CRM.

Fields

Sage CRM Company Name	Sage CRM Person Name
Sage 100 Company Code	Sage CRM Opportunity