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Sending a quick quote or order

When you've generated a quick quote or order, you can send it as an email attachment to a contact directly from Sage CRM.

1. Click Send Quote or Send Order.
2. Complete the email address and subject fields.
3. To create a completed communication record with a link to the new quote or order, complete the Communications Options fields, making sure you specify a team and a follow up action. A communication record is associated with each person in the specified team.
4. To add information about the emailed quote or order to an existing marketing campaign, choose the relevant campaign activity from Wave Activity. To include a link to every recipient, click eMails in the Parent Category Selection panel.
5. Click Send Quote or Send Order.

See Also:

Generating a quick quote or order

Creating a quote or order template

Creating a new template and adding merge fields

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