Assign a Quote Weighting

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.

Quote weighting must be setup in System Data before they can be used in the Opportunities (Quotes) screen.




Steps 

  1. Open the CRM screen.
  2. Click on Opportunities (Quotes).
  3. Click on the Edit button.
  4. Click on the Weighting Lookup drop-down.
  5. Select the weighting you wish to apply to the entry.
  6. The default percentage weighting will be applied, however this can be changed in the Weighting Override column.
  7. Click the Save CRM button to save your changes.