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hello my name is jeremy with activate and this video is going to go over how to manage sales quotes outside of creation and scheduling of sales quotes users can perform other functions on these transactions such as copy cancel and reject activate also includes the ability to copy sales orders as a quote for future orders based on past purchases the first thing were going to look at is how to copy an existing quote from the sales list so go to sales and you can search if you know the quote number or you can do a filter to pull up only quotes to do that select filter select order number scroll down and type click enter a value select quote hit okay and now youll pull up all your quotes once youve found the quote youd like to make a copy of select it select copy should the new sales quote be created for the customer eastside clinic yes and thats how you copy an existing quote from the inner quote window from the sales list next well look at how to copy an existing quote from the inn
