Sales enters or checks the D365 information. TOM and Registry notes show where a value may be found; they do not mean the value is current or approved.
1. Fill in the job and main contact.
2. Pick the products to price. Only those product questions will appear.
3. Add the plans and dates.
4. Add the site and payment needs.
5. Check the missing answers, then click Save a copy. Open that saved HTML file next time.
Not sure? Choose “Don't know yet,” or type Unknown. Type N/A if a written question does not apply.
Examples: Turn on “Show examples” to see a made-up sample answer under each question. Samples are only for reference; they do not fill your answers or change your progress.
Need more room? Open “More details” or a detail list. All earlier fields are still available.
Progress: The Sales bar counts the key answers in these five steps, including selected products and follow-up questions that apply. Extra details, item lists and Estimating have separate checks. 100% means the key answers are filled; it does not approve the price.
Data: This file does not pull from or update D365, TOM, Registry or Quote iQ. “Field sources” keeps the TOM, Registry and D365 comparison. Add any important notes at the end.
