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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Chapter 7. Working with Quotes

Chapter at a Glance

Working with Quotes

In this chapter, you will learn to:

Understand quotes, orders, and invoices.

Create a quote.

Add bill to and ship to addresses to a quote.

Add products to a quote.

Activate and revise a quote.

Create an order.

Many organizations provide their customers with written quotes of the proposed products or services that the customers are considering purchasing. Sometimes written quotes require multiple revisions, including discounting, before the customer agrees to purchase from the organization. After the sales representative receives a purchase confirmation from the customer, the representative creates ...

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