Creating a Quote in Salesforce | Scribe

    Creating a Quote in Salesforce

    • Jen Davis |
    • 0 step |
    • 28 minutes
    Navigate to [https://circleci--revops.sandbox.lightning.force.com/lightning/r/Opportunity/006P000000GJRBUIA5/view](https://circleci--revops.sandbox.lightning.force.com/lightning/r/Opportunity/006P000000GJRBUIA5/view)
    Click "New Quote"
    Click "New Quote"
    Click "New Quote"
    Switch to tab "JumpCloud Inc. | Account | Salesforce"
    Click "New Quote"
    Click "New Quote"
    Click here.
    Click the "Primary" field.
    Click "--None--"
    Click "SMTC"
    Click the "*Effective Date" field.
    Click "1"
    Click the "*End Date" field.
    Click this dropdown.
    Click "1"
    Click "Net 30"
    Click "Net 30"
    Click "Save"
    Click "Edit Lines"
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