Changing the Quote Weighting

Changing the 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 to change the weighting . 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 for the entry you wish to change.
  5. Select the weighting you wish to apply to the entry.
  6. Click the  Save CRM  button to save your changes.
  7. The total weighted value for the line and the total weighted value forecast will be updated.










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