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creating enquiry

Posted on Dec 27, 2007 at 06:39 PM 5 Views

hi gurus,

can anybody tellme how to create inquiry in CRM..

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  • author's profile photo Rekha Dadwal
    Rekha Dadwal
    Posted on Dec 27, 2007 at 08:53 PM
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    Hi

    To create an inquiry in CRM, you need to do the following

    1. Select the item category for quotation

    2. Select the sales Business transaction category

    3. Here change the "Relevance for Quotation" to Initial Inquiry.

    Now when you use this item category in your orders/quotations, it will act as an inquiry item.

    Hope this helps

    Rekha Dadwal

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