This guide quickly walks you through setting up a QuoteAnywhere sales project in the system, showing each menu and button to press so you don't miss any required selections.
1.Click "New Sales Project"
2. Click "Assign" under Customer.
3. Create a New Customer, Search or scroll for an existing customer.
4. Fill in the required field. In this example, use the required dropdown for "Pipeline"
5. Click "Create"
6. Click "Assign" in Main Point of Contact. This field is required
7. Scroll or search for the main point of contact.
8. Click "Assign" in Location
9. Create a New Address, search or scroll to assign an address.
10. Click the Home icon
11. Click "Sales Projects"
12. The newly created Sales Project will be visible with the stage.
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