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CRM Basics

Adding / Editing / Deleting Quotes

Adding Quotes in CRM, will also create the quote in BPO as a New Quote.

This new quote will need to be emailed to the client. This email include links to either:

  • Accept or
  • Reject the Quote
    or to have the salesman:
  • Contact Me
    regarding the Quote.

Once Accepted (or Rejected), a quote can no longer be edited.

 

 

 

Quotes can be added when: creating a new case or editing a case , adding or editing an activity, or from the Customer-specific Cases listing page and the Customer-specific Activities listing page.

Add a new Quote when creating a Case...??

 

 

Add a new Quote when Editing a Case

  1. In the Dashboard,
  2. Click on the Cases tile.

  1. The My Cases page will open.
  2. Hover over a selected case to reveal the Action buttons.
  3. Click on either the View Case Info and History button or the View/Edit this Case button.
    • (Either of these buttons will direct you to the Save Case page where you can add a new quote.)

  1. The Save Case page will open.
  2. Expand the Quote frame.

  1. The Quote, Quote Financials, Add Quote Items and Quote Items frames will be expanded.
    • Ensure that you have filled in any mandatory fields [*] and then follow the Link Quote Process to create the new quote.
  2. Either click on Save to keep the changes or
  3. Click on Back to return to the My Cases Screen.

Link a Quote to an Activity in a Case

  1. In the My Cases page,
  2. Hover over a selected case to reveal the Action buttons.
  3. Click on the New Activity button.

  1. The Save Activity page will open.
  2. Expand the Quote frame.

  1. The Quote, Quote Financials, Add Quote Items and Quote Items frames will be expanded.
    • Ensure that you have filled in any mandatory fields [*] and then follow the Link Quote Process to create the new quote.
  2. Either click on Save to keep the changes or
  3. Click on Back to return to the My Cases Screen.
  4. For the purpose of this manual, click on the CRM logo to return to the Dashboard (Home page).

Link a Quote when Editing an Activity

  1. In the Dashboard,
  2. Click on the Activities tile.

  1. The My Activities page will open.
  2. Hover over a selected Activity to reveal the Action buttons.
  3. Click on either the View/Edit this Activity button or the Reschedule this Activity button.
    • (Either of these buttons will direct you to the Save Activity page where you can add a new quote.)

  1. The Save Activity page will open.
  2. Expand the Quote frame.

  1. The Quote, Quote Financials, Add Quote Items and Quote Items frames will be expanded.
    • Ensure that you have filled in any mandatory fields [*] and then follow the Link Quote Process to create the new quote.
  2. Either click on Save to keep the changes or
  3. Click on Back to return to the My Activities Screen.

  1. In the My Activities page,
  2. Hover over a selected Activity to reveal the Action buttons.
  3. Click on the View Case Info and History button.

  1. The Save Case page will open.
  2. Expand the Quote frame.

  1. The Quote, Quote Financials, Add Quote Items and Quote Items frames will be expanded.
    • Ensure that you have filled in any mandatory fields [*] and then follow the Link Quote Process to create the new quote.
  2. Either click on Save to keep the changes or
  3. Click on Back to return to the My Cases Screen.
  4. For the purpose of this manual, click on the CRM logo to return to the Dashboard (Home page).

Link a Quote from Customer Dashboard when Editing a Case

  • Search for, and select the Quote Contact.
  • Type in a reference, e.g. a customer order number.
  • Type in comments related to the quote.

  • Search for, and select the Quote Contact.
  • Type in a reference, e.g. a customer order number.
  • Type in comments related to the quote.

  • Search for, and select the Quote Contact.
  • Type in a reference, e.g. a customer order number.
  • Type in comments related to the quote.

  • Expand the 'Quote Financials' section to view the customer's currency, tax rate and exchange rate.
  • This section also includes the ' Quote Terms ' - this is the quote repayment factor and should be configured in Static Rights ( Sales Quote Repayment Method ).
  • Select the terms as required for this quote.

  • You now have the ability to add single items to a quote (with or without also using quote templates).
  • Note: For Part Numbers to pull through to this list - you need to ensure that the Quote Products are specified .

  • Type in the text field to filter on the Code and Description lines.
  • Click on the item you want to add

  • Click on the 'Add Item' button

  • The item will be added to the Quote Line Items sections

  • To add Sales Templates: click on the 'Add Quote Template Items' dropdown
  • You could also type into the text box to filter for the template you need
  • Click on the template required.
  • Link the templates items by clicking on the 'Add Items' button

  • You can edit a line item, by clicking on the 'Edit' button on that line.

  • The quote item edit section will come up.
  • Make the changes required.
  • Click on 'Update' to view the changes in the quote.
  • Click on 'Done' when you have completed all the changes.

  • Click on the 'delete' button to remove line items from the quote.

  • Note: A new Quote Terms method can be selected, which will reapply the 'Repayment Amount per Period'

  • Make sure you 'Save' once you are done.

See Also: