http://trueerp.com/erpwiki/index.php?action=history&feed=atom&title=22_Quote 2026-10-25T08:38:34Z Revision history for this page on the wiki MediaWiki 1.23.2 http://trueerp.com/erpwiki/index.php?title=22_Quote&diff=5753&oldid=prev 2014-12-18T13:01:38Z

<p>Created page with &quot;= Overview = &#039;&#039;&#039;Quote&#039;&#039;&#039; &#039;&#039;&#039;Quote - How do you create a Quote directly from a Lead?&#039;&#039;&#039; So if we jump into the &#039;Marketing&#039; module, select &#039;Lead List&#039; and select the lead by...&quot;</p> <p><b>New page</b></p><div>= Overview =<br /> <br /> '''Quote'''<br /> <br /> '''Quote - How do you create a Quote directly from a Lead?'''<br /> <br /> So if we jump into the 'Marketing' module, select 'Lead List' and select the lead by double clicking, that will open the Lead Card. At the bottom of the Lead Card click the button 'Quote' to create a new 'Quote' for this 'Lead'. The Quote Card will then open. Fill out all the information for the 'Quote' and click 'Save'</div>

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