Easily Replace Option Field in the Sales Quote

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A step-by-step guide on how to Replace Option Field in the Sales Quote

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How to Replace Option Field in the Sales Quote

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welcome to another video from preact and in todays video im just going to show you how we can pull parent information using a calculated field um this is a scenario that came up on a recent project i was working on whereby we had to pull in information from the existing product and get that into the the quote line product quite a common scenario where the quote line product is a bit locked down you cant update using workflows or data mappings so using a calculated field in this scenario managed to overcome that issue just show you how i achieve this okay so what we had is we got the concept of the client would like to store a cost price against the product which you can see ive just added cost price here um then they wanted to you know over here on a quote upon adding a quote product they wanted the margin to pull you know the quite the quite priced to pull throughs they could work out their margins um how did i achieve this weve just added you can see down here on the quote form

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do you convert quotes to sales?

Here are five tips to boost your trustworthiness and your conversions. USE CRM. LEVERAGE CUSTOMER MANAGEMENT SOLUTIONS TO ADDRESS LEADS EARLY. IMPROVE QUOTES BY USING OLD PROJECT JOBS AS A TEMPLATE. INTEGRATE SALES MESSAGES. INVOLVE THE KEY DECISION MAKERS.

How do I edit a quote line in Salesforce CPQ?

Steps to edit the Quote Line Object for Fields: Log in to Salesforce CPQ SetUp In the quick find search for Objects Find the Quote Line Object Click on the Field Sets Click on Line Editor edit Make the required changes Save.

How do I change fields in Salesforce quote Line Editor?

Add Fields to the Quote Line Editor Field Set From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.

How do you close a quote as won?

Closing a quote means either you have lost it or it got cancelled. It does not mean that the quote has won. If the Quote is Won then the next step is to create an order from it. So, to get the option of closing the Quote as Won, you need to create an order by clicking Create Order.

When you will get the close quote option in quote form?

You can close a quote only when its in the Active state. If you have quotes in Draft state, you can either delete them or activate and then close them. Open the quote that you want to close and select Close Quote on the command bar.

What is a close quote?

or close quotes the quotation mark used to end a quotation, usually or . (used by a speaker to indicate the end of a quotation.)

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