thankQ Help

The quote could have been requested by way of an Enquiry. The Enquiry was created for the contact and forwarded on to the person in your organisation that creates the Quotes.

You now want to attach the Enquiry to the Quote so you have a trail of it’s source and history of this process.

Refer to Help on creating Enquiries if you are unsure on how to use this module.

1.Clilck Edit on the Tool Bar

2.Click the Pick List beside Enquiry

3.Select the Enquiry that is to be attached to the quote

4.Click OK