Expert Advice: Simple Way to Switch between Sales Quote, FI Quote and Deal

Did you know that IDS Astra G2 provides you with a quick and easy way to switch between a Deal, FI Quote and Sales Quote?  Here’s how:

If you’re in a Deal, right click on the word Deal in the blue box

If you’re in a FI Quote, right click on the words FI Quote in the green box

If you’re in a Sales Quote, right click on the words Sales Quote in the brown box

Switch between Sales Quote, FI Quote and Deal

The drop-downs will give you the ability to select the available options for converting between Deal, FI Quote and Sales Quote which, in turn, will allow for you to keep more accurate data and serve your customers more efficiently.

 

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