Step By Step
Julio decides to choose the Mass update feature.
He goes to the quote line item related list, selects the line items to update and clicks on Mass Update | |
Once information are updated, Julio saves all the records in one click |
Related articles
- Quote Creation from a Growth Business Opportunity.
- Quote Creation from a Growth Business Opportunity. Mass Clone
- Quote Approval Process
- Quote Manual Sharing
- Quote communication
- Quote Email Template creation
- Customer validation and Follow up
- Create a New Opportunity
- Clone an Existing Opportunity
- Definitions, Types of Opportunities & Process
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