- Let's go to opportunity and create the first proposal, based on the office space measured during the onsite visit. Click on Sales | Sales | My Pipeline, search for the opportunity, and click on it to open the form view:
The quotation can be created by clicking on the NEW QUOTATION button on opportunity form view, add the quotation line by clicking on Add an Item link, select the product Laguna light white - 600 X 600, and enter 500 in Quantity field.
The Proposal Date and Expatiation Date has to be set on the quotation, along with the Payment Term, enter the appropriative dates before we send the proposal to the customer. ...
