There are several ways to create a quote: from the quote search page, from the scheduling board, and directly from the account or lead record. 

Create from Quote Search Page

  1. Click Quotes in the main navigation menu
  2. Click Create 
  3. Enter the details of the quote. (The create request screen will default to "Quote Only")
  4. Click Create
  5. The system will direct you to the newly created quote

Create a Quote from the Scheduling Board

  1. Access the scheduling board
  2. Click the triangle in the corner of the date for which the quote will tentatively depart
  3. Select the aircraft icon

4. Enter the details of the quote. (The create request screen will default to "Quote Only")

5. Click Save & Edit to be directed to the newly created quote or Save & Close to save the quote and close the quote record

Create a Quote from a Lead Record:

  1. Access the lead record 
  2. If creating the quote from the lead record, click on the quotes tab 
  3. Click "Create"
  4. When you click create, it will take you to the create new quote page. Quote only will be selected and the lead is auto populated in the account drop down. 
  5. Fill in the information for the quote, then click create

Create a Quote from an Account Record

  1. Access the Account 
  2. Click the activity tab and select quotes
  3. Click "Create"
  4. When you click create, it will take you to the create new quote page. Quote only will be selected and the lead is auto populated in the account drop down. 
  5. Fill in the information for the quote, then click Create

NOTE: The same steps above can be taken to create a trip, invoice and deal from an account record. If creating a new trip, the create new trip screen will pop up and trip only will be selected. If creating a new invoice, the create new invoice screen will pop up but the account will not be auto-set. If creating a deal from the account, the create new deal will pop up and the account will be auto-set. 

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