1. Select Gx CRM from the toolbar.
2. Select Contact Details from the menu.
3. Select the required customer or prospect.
4. Click Place Order in the toolbar and then select Open Quotations.
5. Quotation No - select the quote from the dropdown menu.
6. To delete a product from the quote, right-click the product line and select Delete Line from the popup menu.
7. To add a new line, select the next available line and enter the new product.
Refer to the instructions for
entering a quote if necessary.
8. To amend the quote price, select the product line and move the cursor to
the
cell to be amended. Overtype the existing data with the new value.