How to create a vehicle quote for a prospect

Modified on Wed, 2 Apr at 9:19 AM

To create a quote linked to a prospect in CRM, you must also have the Stock & Accounting module open.

In the Prospects tab, click Prospects.
Select your prospect and click Edit.
Navigate to the Vehicles tab. Enter details for a vehicle of interest, or click the 3 dots along the Stock Number line to select a vehicle already in your stock list.
Click Save.
Click Add Quote.
The Quote screen will open in the Stock & Accounting module. Enter all quote details as required.