Create and Process a Quote

Popular Searches:24.01, Permissions List, Release Notes
Sales

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Update Opportunity Reminder
0:43
Update Opportunity Reminder
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Set sales opportunity reminder from an Activity record linked to the opportunity
Update Group Fields on Quotes - Using Sections
Update Group Fields on Quotes – Using Sections
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Update a Funnel Step
1:01
Update a Funnel Step
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Users update funnel steps that are assigned to them
Time Bill Against an Opportunity
1:17
Time Bill Against an Opportunity
Sales
Time billing accounts for time spent working on opportunities
Summary Tab
2:32
Summary Tab
Projects,
Sales
Setup Quote Authorization Rules
1:43
Setup Quote Authorization Rules
Sales
Setup rules for the Quote Process: Authorize a Quote
Sales Opportunity Form Key Fields
9:15
Sales Opportunity Form Key Fields
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Sales Forecasting with Q360 v23.02
54:13
Sales Forecasting with Q360 v23.02
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Sales Forecast Quick View
7:09
Sales Forecast Quick View
Sales
Quote Sections Split Line Items
2:08
Quote Sections Split Line Items
Sales
Quote Sections End to End Flow
8:47
Quote Sections End to End Flow
Sales
Quote Revisions
5:00
Quote Revisions
Sales
Quote Duplicate vs Copy
2:13
Quote Duplicate vs Copy
Sales
Print a Quote
1:11
Print a Quote
Sales
Print a Sales Quote Proposal
Multi-currency FX impact on Quote, Order, Invoice
7:52
Multi-currency FX impact on Quote, Order, Invoice
Accounting,
Sales
Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)
Mark Funnel Steps Complete
0:52
Mark Funnel Steps Complete
Sales
Mark a funnel step complete when the work for a step is complete
Managing Optional Flags on Quote Line Items
4:44
Managing Optional Flags on Quote Line Items
Sales
Integration with GreatAmerica
2:17
Integration with GreatAmerica
Sales
Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options
Create and Use Global Comments
6:12
Create and Use Global Comments
General,
Sales
Create and Use Auto Add Rules with Quotes
3:37
Create and Use Auto Add Rules with Quotes
Sales
Create and Add a Quick List to a Quote
10:41
Create and Add a Quick List to a Quote
Sales
Create Activity Reminder - linked to Opportunity
0:53
Create Activity Reminder – linked to Opportunity
Sales
Review sales opprtunity reminders and details from your task list
Create a Site
0:44
Create a Site
Sales
Track customer site specific details such as contacts, sales, service, projects, and accounting
Create a Sales Opportunity
1:43
Create a Sales Opportunity
Sales
Track opportunities and gain insight into related sales activities as it progresses through a sales funnel
Create a Contact
0:57
Create a Contact
Sales
Create and link contacts to customers, sites and other areas
Create a Company
1:16
Create a Company
Sales
Create a company record. By default, the 'type' will be PROSPECT. With permissions, the record may be edited to be a CUSTOMER, VENDOR, CUSTVEND (both a customer and vendor).
Convert a Prospect to Customer
0:39
Convert a Prospect to Customer
Sales
Turn prospect into customers for generating sales orders
Assign Funnel Step to a Resource
1:09
Assign Funnel Step to a Resource
Sales
Designate a user to perform a sales funnel step
Approve a Quote
1:04
Approve a Quote
Sales
Customers can authorize quotes prior to the creation of orders
Approve a Customer Order
0:58
Approve a Customer Order
Sales
Internally approve an order after a customer has authorized a quote
Popular Searches:24.01, Permissions List, Release Notes