Linking and copying from existing JDQuotes

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Associate / Linking Quotes

  1. Link existing quotes to an opportunity
    1. Type-ahead search
    2. Select drop-down to view possible JDQuotes. Drop-down displays:
      • Quotes already linked to the Account
      • All unlinked quotes not associated with an Account
        1. These items will state “No D.B.S” and display the CKC Name and ID from JDQuote
      • If Owner does not match Sales Rep from JDQuote, Sales Rep will be displayed
    3. Both type-ahead and drop-down list are based on user access

quote-dropdown

*Once an unlinked quote is linked to a Handle Account (Identify and review unlinked quotes), it cannot be linked to another Handle Account, but it can be linked to opportunities, calls, or other activities within the linked account.

  1. Create new JDQuote from template – Copy Master/Active
    CopyMaster-Opportunity
  2. Create a duplicate copy of JDQuote in Handle to make a second version of quote while retaining the original.
Linking and copying from existing JDQuotes

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