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Waste Management Solution - Quotations

428 bytes added, 15:28, 15 March 2023
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==Adding a Quote==
====Starting a new Quote====To add start a new Quotation, click on the Create New Quotation button under the Quotations tab for the Prospect or Customer you want to file the quote under. You will then be forwarded to the new Quotation menu.
[[File:WasteManagement-Quotations2.jpg|800px]]
 
Most of the fields will fill in automatically from the Prospect/Customer's record. Only the contract Length needs to be specified at this stage. Click on Start Quotation to save your changes and open the new Quotation.
 
 
====Expanding the Quotation====
Once the new quote has been opened it will automatically be redirected to the edit Quotation menu so you can populate it with further details.
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