This guide shows step-by-step actions to turn a sales item into a formal Request for Quote within the QuoteAnywhere application.
1. Click "Sales Projects"
2. Select the Opportunity or Lead to promote to RFQ (Request for Quote).
3. Click "View"
4. Click "RFQ"
5. Set the estimate level and fields, click "Create"
6. Click "Estimates"
7. Select the Estimate that was just promoted to RFQ.
8. Click "View Estimate"
9. It is now set as your Active Quote
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