A.Click on Actions -> Create ERP Quote in the opportunity.

B.Ensure all sales activities are completed in the opportunity.

C.Request pricing for the products in the opportunity.

D.Maintain the sales phase as Identify opportunity.

A.Territory

B.Party role

C.Primary contact person

D.Follow-up opportunity

A.Choose a data source.

B.Assign the report to a work center view.

C.Create a KPI.

D.Create a key figure.

A.Phone call

B.Task

C.E-mail

D.Quotation

E.Visit

A.Send e-mail notifications.

B.Define an action response template.

C.Define conditions for the action field update.

D.Define and activate custom fields.