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Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide by Danny Varghese

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Creating and managing quotes

Quotes can provide customers or potential customers with an estimated amount for all of the products that they wish to purchase. A quote can be created from an existing opportunity or on its own. A quote created automatically from an opportunity will inherit all of the products and pricing specified in the opportunity.

Creating a quote from an opportunity

To create a quote from an opportunity, perform the following steps:

  1. Start CRM, go to the Sales module, and then click on Opportunities.
  2. Find and open the opportunity record to which you wish to add a quote.
  3. Within the form, locate the Quotes sub-grid, and click inside of it.
  4. On the List Tools tab, on the Quote ribbon bar, in the Records group, click on Add New Quote.

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