Operations CRM - Create a Quote

1. Navigate to "CRM"

   The quoting system was designed not only for ease of use, but also for maximum customizability. This is reflected in the initial steps when starting a quote, as once you’ve pulled up the company you want to start a quote on, you start it directly from that screen - no need to click into the company, select from a dropdown or do anything else. To start, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView" and "companyEdit", or "crmCompanyView" and "crmCompanyEdit". Just a reminder, "crmCompanyView" and "crmCompanyEdit" access only allows employees to view companies that are assigned to them.

   

3. Search for the company

   Enter the company name or code in the Search field.

   

4. Click on the "Start Quote" icon

   Then, at the right side of the company name, click on the "Start Quote" icon. In order to access Quotes, you will need to be set up as "administrator", "superuser", or have the roles of: "quoteView", "quoteEdit" and "accountQuoting".

   

5. A Quote has been created

   The Quoting Details screen will populate automatically. It centralizes several data fields in one location so that all the information needed for the details on the quote is streamlined on one screen for ease of use.