CRM - SOP Estimates
SOP - This function links to the Estimates window within Sales Order Processing. The transaction window will open with the details of the currently selected Customer or Prospect already populated ready for you to enter the estimate details.
SOP Estimates can be entered from the CRM Control window or the CRM Data Entry window.
Campaign
If the Customer or Prospect has been linked to a campaign, the campaign code will be recorded on the estimate thus attributing the transaction to the campaign.
If the Customer or Prospect has been linked to more than one campaign, an intermediate window will open, prompting you to select the campaign to which the estimate should be attributed. Select the campaign code from the list offered and click OK to continue.
The entry of a SOP Estimate is the same process as for making a SOP invoice entry, please refer to Order/Credit Note.