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Overview

In this section, you will find information on how to mass clone a quote / quote items in Salesforce.com.

 

 

Concerned profiles:

     ALL

Table of content

 

Step By Step

Open the quote related to and click on Clone

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 :  

Julio chooses which quotes to clone with the checkbox “Include” and clicks on the Clone button

All quotes chosen  by Julio are cloned on the new opportunity

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.

 

He arrives to the cloning edit page.

 

He will then have to choose the number of clones needed and click on Display clones

 

All the clones will appear in a table and the Julio can then update information before saving

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you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example

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