Order/Quote for New Account

1. Find and open your contact

2. Trigger a quote as normal

3. Change Account Type to New Account

4. Complete quote/order as normal

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• Graphite Block Quote & Order Processing

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• Provide Further Details to a Quote/Order

  Users have three options to add further information on a quote/order in Zoho CRM.   A. Additional Info This feature will allow you to enter text that will appear on the top of your quote when created.  It is only to be used for the customers ...

• Order/Quote Line Text

• Email Account: Smart Devices

  1. Access the Apple App or Google Play Store 2. Search and Install the Outlook app 3. Add new account 4. Sign in with your email and Microsoft password

• Change Quote Line Item

  Quotes: Completing an edit on an existing quote After a quote has been created you can modify.  Access the quote and click edit.  You can modify line items, contact names, etc.