Create JDQuote from Mobile App
- Add ‘New’ JDQuote
- From JDQuote group
- Anywhere there is a action menu (triple dots)
- On the JDQuote form
Update Existing Quote in Handle Mobile App
Now you can update information on JDQuotes you just created or existing quotes you own that have been synced in to Handle.
- Expiration Date
- Owner (Sales Rep)
Click on the blue Quote ID link to jump directly to the quote on JDQuote2 site.
View Quotes from Mobile
- Any saved searches automatically display on mobile apps
- View from JD Quote group in Account or Opportunity
Quoting on mobile