Rapidstart CRM – Opportunities

The RapidStart CRM Business Central Addon adds a few things to the RapidStart Opportunity forms.

New Additions to Opportunity Form

You will notice a new “Quotes” tab and a new “Request Quote” button. In our Addon, Sales Users create Quote Requests, and Business Central Users create the Quotes, all of which are displayed on the Quotes tab.

This tab displays all Quotes related to this Opportunity. The Request Quote button is repeated here. To view a Quote, select a line.

The Popup displays all information about the Quote. To view the Quote Lines, open the Lines Tab.

You can view a Quote Line by clicking on the line.