Salesforce Reference Guide Version 7.0

How to Create a Quote- Recontract

Finding previous product information If this is the first time a contract is being entered into EQ, some of the data like fragrance schedules will not be in place. To find this, go to the account page in SF and under Relate List Quick Links, click CSI Contracts

Click the Active contract number, click related, and you can see what products they are receiving under View All

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