Assigning a different contact for a quote

When creating a quote, you can assign a different contact to it.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Details screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
5. In the Quote Details screen, click the Customer Name hyperlink. The customer details are displayed in a dialog box.
6. From the Contact drop-down list, select a contact and click Save.
   Note: You can assign a new contact to a quote only if the customer associated with the quote is a business customer.

   The information pertaining to the contact is displayed under the Contact panel.