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116) Opportunities

The opportunities screen will allow you to view and edit previously created quotes  Every Sales Rep who uses the system has his or her own active quote list.  Once you log on to ADVANTAGE, the system automatically knows what quote list to query.


You will notice near the top of the quote screen a display of the name of employee whose quotes these are.  Use the Sales Rep pull down list to review of quotes for other Sales Reps.


You can Edit, Clone or Delete quotes from this screen.  Use the appropriate buttons found on the bottom of the screen.


Notice the system keeps track of total dollar amount for quotes and weighted dollar total for quotes.  The weighted total is a product of the percent possibility of close and dollar amount quoted.

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