To add a customer quote, what option do you select from the Add (+) icon on the menu board?

The correct choice involves selecting "Add Quote Internal" when adding a customer quote. This option is designated for internal documentation of quotes that have been prepared for customers. It allows users to accurately capture details related to pricing, terms, and specific terms of service associated with the quote, ensuring that all internal records are reflective of the offers made to customers.

Selecting this option typically leads to a streamlined process in managing customer interactions and quotes, creating a clear reference point for follow-ups and negotiations. The choice aligns with standard practices within systems where internal tracking is critical for maintaining clarity on sales activities and customer communications.

Other options, such as "Quick Post" or "Quick Add Quote," may refer to more general posting procedures or different types of transactions that don't specifically relate to customer quoting. Selecting "Purchase Order" would also not be applicable, as it relates to orders that have been confirmed rather than quotes which are proposals made to customers. Therefore, choosing the correct option is key to maintaining accurate records of sales quotes specifically tailored for customer engagement.