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Creating quotes and orders outside the opportunity context
You can create quotes and orders outside of the Opportunity context. For example, when you're in the My CRM work area or in the context of a Company.
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From My CRM, click New and click Quote or Order. The New Quote or Order page is displayed.
- Add the information on the New Quote or Order page. For more information, see Adding products to an opportunity.
- You can link the quote or order to a company or person at this point using the advanced search buttons.
- Save the quote or order. A new opportunity is automatically created, and the quote or order is linked to the new opportunity.
See Also:
Adding information to an existing opportunity
Sending a quote
Finding a quote
Finding an order
Generating a quick quote or order
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