Create Quote Shortcut

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Revision as of 00:03, 16 September 2007 by JRZeitlin (talk | contribs)
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Clicking on the "Create Quote" link on the shortcuts menu of the Opportunities section of opentaps CRM will automatically take you to the Quotes section of opentaps CRM, specifically the My Quotes Screen. The screen will prompt you with data fields for the quote you are creating, and will automatically assign an internal quote ID.

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