Step By Step
Open the quote related to and click on Clone
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Julio could also clone an opportunity and on the cloned opportunity he has the possibility to choose which quotes to clone (related to this opportunity). He opens the cloned opportunity, he clicks on the new button : |
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Julio chooses which quotes to clone with the checkbox “Include” and clicks on the Clone button |
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All quotes chosen by Julio are cloned on the new opportunity |
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Julio creates one product line item and decides to mass clone it. Then he clicks on the mass clone button to avoid creating lines one by one.
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He arrives to the cloning edit page.
He will then have to choose the number of clones needed and click on Display clones
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