Step By Step
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 ok? | |
All the clones will appear in a table and the user can then update information before saving. |
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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