A salesperson sends an active quote to a customer. The customer requests another quote that includes the original details from the opportunity. You need to create multiple quotes. What should you do?
A.
Close the quote and then create a quote from the opportunity.
B.
Create a revision to the active quote.
C.
Create a new opportunity.
D.
Create a new quote from the original opportunity.
The customer is just requesting another quote, doesn't mean that the first quote needs to be closed, what if he decides to go with it? Correct answer for me is D
A is the correct answer -
Good one ceejaybee - Because if you keep all those quotes "open" is going to be hard to close the relevant opportunity. Hope this makes sense.
Coz there may be instances where the customer wants to see the prices of the original opportunity as well. That doesn't mean that the 1st quote is ignored or cancelled.
questions says - The customer requests another quote that includes the original details from the opportunity. This can be achieved only by creating a new quote. given answer A is correct
If you have modified your products in the quote and then revise it, you will have the same modified products with a Quote in draft status. I think A is correct
It didn't ask to modify the first, it just ask to create another one
upvoted 1 times
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