Creating a Quote in Salesforce | Scribe

    Creating a Quote in Salesforce

    • Jen Davis |
    • 83 steps |
    • 28 minutes
    1
    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)
    2
    Click "New Quote"
    3
    Click "New Quote"
    4
    Click "New Quote"
    5
    Switch to tab "JumpCloud Inc. | Account | Salesforce"
    6
    Click "New Quote"
    7
    Click "New Quote"
    8
    Click here.
    9
    Click the "Primary" field.
    10
    Click "--None--"
    11
    Click "SMTC"
    12
    Click the "*Effective Date" field.
    13
    Click "1"
    14
    Click the "*End Date" field.
    15
    Click this dropdown.
    16
    Click "1"
    17
    Click "Net 30"
    18
    Click "Net 30"
    19
    Click "Save"
    20
    Click "Edit Lines"