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Create an Estimate
2. Click the |
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3. Change the 'Source' in the drop-down if desired.
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4. Choose the 'Service Rep' (if not already populated with your name) into the picker.
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5. If desired enter a brief 'Description' of the Estimate (this is not required but encouraged)
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6. If known or needed enter the Contact or Department into the field.
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Note: The Owner can be either a Contact or Dept. Hierarchy. To select either just toggle the selector and enter the owner (or use the picker |
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7. If |
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known or needed, enter Requestor into the |
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field.
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8. Click the |
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An Estimate number will now be displayed in the upper left-hand corner of the screen. |
Add Equipment to an Estimate
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