Exact Synergy Enterprise

InterConnect for Macola Work Quotes

The Work Quotes page shows the selected quotes from the Quote Funnel page. The list shows the award probability, territory, quote number, account name, account type, close date (if any), quote amount, and possible actions for the quote.

To open the Work Quotes page:

1. Navigate to the main InterConnect menu.
2. Click Reports.
3. Under the Macola Progression heading, click Orders/Sales Reports.
4. Under the Analysis heading, click the Entire Quote Funnel.
5. Click an amount or count shown on one of the table rows.

To manually add or change an estimated close date, click the calendar icon. This changes the estimated close date (Est. Close Date) shown on the quote.

To change the award probability of a quote, click the appropriate award probability.

To change the estimated close date, click 30, 60, or 90 days. This changes the estimated close date (Est. Close Date) shown on the quote to 30, 60, or 90 days beyond the system date.

Note: You can edit a quote and manually change the estimated close date, if you change one by mistake.

Use the fields at the top of the page to filter the quotes in the list:

Salesperson: Select a sales person to see the quotes for only that sales person listed on the quote.

Close Date: Enter a range of quote close dates.

Award Probability: Enter a range of award probability numbers to see the quotes within that range.

Click Refresh to view the quotes that match your search.

Click Quote Funnel to return to the Quote Funnel page.

InterConnect for Macola Introduction and Document Index