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Home > User Documentation > Aria for Salesforce > Salesforce Connector 1.0 > Sales Actions > Manage Opportunities and Quotes > Review the Opportunity or Quote Summary

Review the Opportunity or Quote Summary

Overview

You must review the opportunity or quote summary before saving to Aria. You can navigate to the Review Summary screen by clicking Opportunities > select opportunity > Add/Modify Plans > Review Summary for opportunities or by clicking Opportunities > select opportunity > Quotes > select quote > Add/Modify Plans > Review Summary for quotes.

Reviewing the Opportunity or Quote Summary

  1. Review the Plan Summary statement.

This statement will also display any changes that have been made if you were modifying the opportunity or quote.

Note: The Plan Summary displays differently depending on the specific opportunity or quote setup, or changes made.

  1. Review the Financial Impact statement.

A summary of any recurring charges display here.

  1. When you have reviewed and finalized your plan creation, modification, or assignment, click Save to Aria for an opportunity or Save as Draft for a quote. If the customer agrees to purchase the set of plans in the quote at a later date, you can sync the quote with the opportunity.

Clicking Save as Draft saves an opportunity to edit or re-review later.

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Last modified
20:45, 20 Jul 2015

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