Workflow: Creating a Quote for a Customer
Office admin create Opportunity from within the account.
Office admin creates Quote from within opportunity in AT and publishes to customer using correct template and terms.
Customer approves quote. Sender of quote receives notification.
Sender of quote marks quote as "won" under tools and goes through the wizard to create the billing items. (Do not invoice customer from this wizard.)
Office admin notifies Roberta of quote approval / new charges.
Roberta "approves" the billing items in AT and invoices customer via QB.
Office admin tracks payment status in QuickBooks and/or Roberta notifies Office Admin when payment is received in QB.
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