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  1. Create Sales Quote

  2. Update Sales Quote

  3. Convert to Order

 

Create Sales Quote

Customer contacts CSR, with a request for a Quote for specific products and quantities for each. CSR records request for Quote, creates a Quote and sends it to the Customer. After getting approval from Customer and before the creation of the Sales order the CSR needs to update the Status of the Created Quote.

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Level 2

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Level 3

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