How to create a Sales Project - Opportunity in QuoteAnywhere

This guide quickly shows how to set up a new sales project opportunity in QuoteAnywhere and link it to the WeSuite pipeline and the appropriate contact. 

1. Click "New Sales Project"

1. Click "Assign" under Customer.

1. Search or scroll to assign a customer.

1. Assign a Sales Project Name. 
   Note: Ensure Opportunity is highlighted through this process.

1. Click "Pipeline."  This is a required field.

1. Click "Create"

1. Click "Assign" under Main Point of Contact.

1. Search or scroll to the contact.

1. Click "Select"

1. Click "Sale Overview"

1. The Opportunity has been created under a New Sales Project. 
   Note: To transfer the Opportunity into an Estimate wihtin the same sales project, please click on the RFQ button. However this Opportunity can stay an opportunity for as long as desired and be updated as it evolves through the pipeline.