Quotes created in 3 Easy steps
Step 1 | Step 2 | Step 3 Error prevention ensures Complete accuracy
Step 1 - Create Quote in Microsoft Dynamics CRM > Enter Quote description and select Customer or Prospect > Click Configure.
Step 2 - Make selections from easy to follow menus and options. Save and Close
Step 3. Review in Microsoft Dynamics CRM
Error prevention - Users are notified or prevented from making invalid choices.
Menus and Check boxes ensure only valid choices can be made. Inputs can be used for parameter based modeling.