Hold as Quote

Check the checkbox to hold the the Account's Status as "Quote" until the account details are finalised. The account will appear in the Task Manager for actioning. To define the number of days before an outstanding Quote appears as a Task is under User Preferences; Tasks & Workflows, General.

Is Quote Ready to be Opened?

If "Hold as Quote" checked, then you can enter "Is quote ready to be opened?" and "Quote Notes". The account will now appear in the Task Manager for the user to action.

This list is defined by the AccountQuoteNote Information List.

Print Contract Document

Check the checkbox to print the Account Contract now.

Click Finish to complete.

Click Cancel to cancel adding this account.

You may click on the Back button to take you back to previous step in the wizard.
Once you have opened a New Account some details cannot be changed. You would normally hold as a Quote until all details are finalised.

New Account Wizard, Finalising a New Account

Hold as Quote

Is Quote Ready to be Opened?

Print Contract Document