How to create a rental quote from the CRM

Go to the CRM Screen

Search for the Customer in Accounts

Is the Account in the CRM?

1. No

   1. Check no Quick Filters are applied

   2. Go to Options

   3. Create Account

   4. Enter in Account & Contact information

2. Yes

   1. Double click the row to view the Account

   2. View the Account Details

Is the Account a Customer or Prospect?

1. Prospect

   1. Go to Options

   2. Convert to Customer (Moves to Pending Approval)

2. Customer

   1. Go to Options

      1. Create Rental Quote

         1. Select or Create a Customer Site

         2. Confirm Branch

         3. Select or Create a Delivery Contact

         4. Confirm the Start Date & Expected Off Hire Date

         5. Confirm Charge Days Per Week

      2. Add Quote Details

         1. Confirm Equipment Class and/or Model

         2. Check Rental Rates

         3. Confirm Additional items

         4. Add other Line Types to the Rental Quote