Create New Sage CRM Quote/Order Home | FAQs & Troubleshooting

 

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