This guide quickly shows how to set up a new sales project and link it with an estimate in QuoteAnywhere.
1. Click "New Sales Project"
2. Click "Assign" under customer.
3. Search or scroll to select a customer.
4. Assign a Sales Project Name.
5. Click "Estimate"
6. Click and select pipeline. This is a required field.
7. Set the folder level and fill in fields, assign a fixed price contract if applicable. Click "Create."
8. Assign the Main Point of Contact.
9. Search or scroll to assign a main point of contact.
10. Click "Select"
11. Click "Estimate"
12. The Estimate is created under a New Sales Project. You can now build your estimate.
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