Create Quote Shortcut

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Clicking on the "Create Quote" link on the shortcuts menu of the Opportunities section of opentaps CRM will automatically take you to the Quotes section of opentaps CRM, specifically the "Quote" section of the My Quotes Screen. The screen will prompt you with data fields for the quote you are creating, and will automatically assign an internal quote ID.

Retrieved from "http://www.opentaps.org/docs/index.php/Create_Quote_Shortcut"


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