Assign a Quote Weighting
Overview
Quote weightings are used to help the user determine how likely a quote is to being converted into a sales order. The following video explains how they are used and there are step by step instructions below the video.
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Quote weighting must be setup in System Data before they can be used in the Opportunities (Quotes) screen.
Steps
- Open the CRM screen.
- Click on Opportunities (Quotes).
- Click on the Edit button.
- Click on the Weighting Lookup drop-down.
- Select the weighting you wish to apply to the entry.
- The default percentage weighting will be applied, however this can be changed in the Weighting Override column.
- Click the Save CRM button to save your changes.