Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Mass Management of Quotes

 

Customer Relationship Management (CRM) allows you to edit, delete, import/export and de-depulicate multiple quotes simultaneously. This is useful, for example, should you need to update a specific detail which is common to a set of quotes.

The interface allows you to:

• Edit quote records

• Delete quote records

• Import and export quote records

• Find Duplicate quotes

Edit common details of several quotes

• Click 'All' > 'Quotes' (under 'Marketing and Sales') to open the 'Quotes List' interface

• Select the leads to be edited

• Click 'Actions' and choose 'Edit'

The 'Mass Editing Quotes' pop-up will appear:

It contains four tabs:

• Quote Details - Allows you to create or edit values which will be common to all selected quotes. For example, you may want to implement the same quote stage on different quotes.

• Address Details - Specify common billing and shipping addresses for all selected quotes.

• Terms & Conditions - Specify a common set of terms and conditions for the selected quotes. 

• Description Details - Create a common description for all quotes.

Delete Quote Records

Records for the lead that are no longer required can be removed.

• Click 'All' > 'Leads' (under 'Marketing and Sales') to open the 'Lead List' interface

• Select the Lead(s) to be deleted

• Click 'Actions' and choose 'Delete' button.

• Click 'Yes' in the confirmation dialog to remove the record(s)

Import / Export Quotes Records

You can import saved records and export quote records from this interface. See 'Import and Export Records' for more information.

Find Duplicates

You can eliminate duplicate records from multiple quote records at once.

• Click 'All' > 'Quote' (under 'Marketing and Sales') to open the 'Quotes List' interface 

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the quotes related fields from the drop down. 'Ignore empty values' means the CRM will not consider matching blank fields as indicating a duplicate.

• Click 'Find Duplicates'

The 'Duplicate Quotes' page will be displayed.

• To delete a duplicate quote record, select it and click the delete button on the top left

• To merge duplicate records, select them in the 'Merge Select' rows and click 'Merge'

The 'Merge Records In > Quotes' dialog will be displayed:

• Select the column values that should be retained in the merged record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Quotes List' page as per the selected column values.