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  1. As inputs, select:

    1. Customer and Time Filter which transactions exist.

    2. Product Attribute = Product Id

  2. Select a row in the result matrix.

  3. Click the Create Quote button.

  4. A new quote is created and opened and it includes the parameters passed from the dashboard.
    Quote Type is defined in the PP table CI_QuoteType_Mapping.
    If Quote Type is not defined in PP, the quote is created with the default Quote Type.

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