How do I add finance details to a prospect quotation?

Summary

The following article explains how to add finance details to a quote created in the Sales Prospecting module.

More Information

• Create or amend an existing prospect quote.
• Press <Ctrl+F6> to open the Finance Details screen.
• Type in the code for the finance agreement you wish to use.
  • For information on setting up new finance details see here.
• Press <F2> to choose the finance agreement.
• To remove Finance details from a quote press <Alt+F6>.

See also

• How do I set up prospect finance details?
• How do I create a quotation for a prospect?
• Getting started - Sales Prospecting

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Keywords AND Misspellings

add, finance, details, prospect, quote