Question

A sales rep at Northern Trail Outfitters creates several quotes for a single opportunity while negotiating with a customer. The sales manager wants the opportunity's Amount and product line items to automatically reflect the terms of the specific quote that the customer accepts. What should the administrator advise the rep to do?

Accepted Answer

Enable quote syncing on the accepted quote so its line items and totals flow to the opportunity.

Answer

Manually re-enter the accepted quote's products as opportunity products, then delete the other quotes.

Answer

Change the accepted quote's status to 'Accepted' and the opportunity will update automatically.

Answer

Create a separate opportunity for each quote and mark the accepted one as Closed Won.