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            Create Quotes for a New or Existing Customer with a Single Site

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            3. Communications Cloud

            Create Quotes for a New or Existing Customer with a Single Site

            When a customer contacts you, search for their account by using their email address. If you don’t find any account, capture the new customer's details and quote information. Review and edit the customer's site as needed. Browse catalogs, add products, and save the quote. Optionally provide billing details for the quote.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud for Communications
            User Permissions Needed
            To create a quote:

            Manage Revenue Cloud

            AND

            Revenue Cloud for Communications Features

            OR

            CME Sales Features
            1. From the App Launcher, find and select Revenue Cloud for Communications.
            2. On the Home tab, enter the customer's account name to check whether an account already exists.
            3. If an account is found, click Continue.
            4. If no account is found, click New Onboarding.
            5. Enter customer and quote details.
            6. Click Save to save details to Account, Contact and Quote entities, and then click Next.
            7. Validate the site details, and edit them if required:
              1. From the actions menu of the site, select Edit Address.
              2. Modify the details.
              3. Save your changes.
            8. Click Next.
            9. Select a catalog, and then click Next.
            10. Select the products that you want to assign to the site, and then click Add for each product.
            11. Click Save Quote, and then click Next.
            12. If needed, enter the billing information, and then click Next.
            13. Review the quote summary.
            14. To go to the quote record page, click Go To Quote Page.
              Note
              Note For information on how to add more locations and products to this quote, see Add Multiple Locations to New and Existing Quotes and Orders.
             
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