Step By Step
When the user needs to update quote line items for volume price or any other information in the quote line item he can do it with the mass update functionality. The user goes to the quote line item related list, selects the line items to update and clicks on mass update button. | |
Once information are updated, the user saves the records |
Related articles
- Quote creation
- Quote Creation from a Growth Business Opportunity.
- Quote 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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