Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Opportunity and Quote Management

Opportunity and Quote Management

Overview

Opportunities are the sales and pending deals that you want to track. By adding opportunities within Salesforce, you are contributing to your sales forecast. Similarly, a sales person can create quotes to offer a customer different combinations of plans and prices.

You can create an opportunity or quote by following the steps in this article. Once you have created your opportunity or quote, the same setup steps, such as billing options, promotions, and termed agreements, apply to both and can be edited at any time.

Creating an Opportunity

Getting Here: Click Opportunities > New

  1. Enter the details of the opportinity.

Required fields are marked with red.

  1. Click the Search button next to the Account Name field and select the account for which you are creating the opportunity.

new opportunityv2.png

  1. Click Save.

You can edit an opportunity's information at any time by going into the opportunity, clicking Edit, making all applicable changes, and clicking Save.

Creating a Quote

Getting Here: Click Opportunities > select an opportunity > New Quote

  1. Type in the quote information.

Required fields are marked with red.

new quote 2v2.png

  1. Click Save.

You can edit a quote's information at any time by going into the quote, clicking Edit, making all applicable changes, and clicking Save.

Once you have created an opportunity or quote, continue to set up the opportunity or quote through the plan wizard.

 


You must to post a comment.
Last modified
20:42, 20 Jul 2015

Tags

This page has no custom tags.

Classifications

This page has no classifications.