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so were going to create a quote from an opportunity first by logging in to Salesforce you click opportunities you can select the opportunity that you want from this list view here or go to whatever list that you um you desire to ensure that theyre all visible you can also search them in this search list Im going to select one clicking on their name and then on the right hand side youll actually see the quotes related list so were going to click on quotes you can click new quote and this will this will pop up where you enter in all the fields anything with asterisk must be filled out Im going to select the date any status that you want if you want to review it any additional information do you have for that um I recommend filling it out as much as possible and you click save
