Note: You'll need to have the security profile and permissions to amend screens, workflow and workflow rules.
Add a new menu named Opportunities - Quotes under Attendance/ Telephone Note, follow the steps below:
Within the Workflow screen, click Edit Workflow.
Next to Attendance/ Telephone Note, click the arrow.
Select the folder icon and in the description enter Opportunities-Quotes.
As the menu name, type OPPORTUNITIES_QUOTES.MNU and then click Save.
To add templates to the Opportunities-Quotes menu, click the arrow.
Click the yellow icon, enter a template name and then click Save.
Repeat the process with any further templates you need for Opportunities-Quotes.
