Creating a quote faster

customertrax 1. Handle CRM 1.0, x. Uncategorized

A quote can be started from the Navigation bar, Inventory, Account, or an Opportunity (also on mobile device). Select an Account and enter quote name. Everything else has smart pre-filed defaults. Then click Create and a popup window will display the quote and automatically link it back to the account in Handle.

Create from Navigation bar

  1. Add JDQuote
  2. On the JDQuote form select an Account and enter quote name. Everything else has smart defaults.
  3. Click Create. Once created, a popup window will display the quote automatically and link it back to Handle.

Linking in Quote

  1. Stock Unit
    1. Linking stock units now searches by additional data (StockNo, PIN, Make, Model)
    2. Stock Units will be added to JDQuote in the [Equipment] tab
  2. Equipment for Trade (coming soon)
  3. Link to existing opportunity, or create a new one