How to Create a New Quote in Salesforce
- Christopher Huff |
- 21 steps |
- 2 minutes
1
Navigate to [https://ministry.lightning.force.com/lightning/page/home](https://ministry.lightning.force.com/lightning/page/home)
2
Click "Quotes"
3
Click "New"
4
Click "Next"
5
Click the "Primary" field.
6
Enter the Primary contact in this box
7
Enter the opportunity in this box
8
Enter the account in this box
9
Enter the brand in this box
10
Select any boxes that apply
11
Fill out the "Financials" details
12
Enter in any discount information
13
Enter the contract information in these boxes
14
Enter the Partner Information in these boxes
15
Enter the Address information in these boxes
16
Choose between Group Line Items or Print Line Items
17
Enter any customer notes here
18
Click the arrow on the top box to generate contracted price
19
Enter in Payment details in these boxes
20
Choose between the two available boxes
