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