To create a quote linked to a prospect in CRM, you must also have the Stock & Accounting module open.
-
In the Prospects tab, click Prospects.
-
Select your prospect and click Edit.
-
Navigate to the Vehicles tab. Enter details for a vehicle of interest, or click the 3 dots along the Stock Number line to select a vehicle already in your stock list.
-
Click Save.
-
Click Add Quote.
-
The Quote screen will open in the Stock & Accounting module. Enter all quote details as required.
Related Articles