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 | |
When the user has generated the quote he may need to add some quote line items. For example if the customer needs to have the same product sent to multiple ship to accounts.
Then the user will mass clone the quote line items to avoid creating it one by one.
The user will go to the quote related list and open a line items he wants to clone and click Mass clone button
Then the user clicks on “mass clone” button and will arrive 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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Julio can then update information before saving |
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Related articles
- Quote Creation from a Growth Business Opportunity.
- Quote creation from a Recurrent Business Opportunity.
- Mass Update
- 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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