Allow users to automatically create Quotes and products during the Lead Conversion process. If you have a standard set of line items that are typically added to quotes, this saves your seller's time without the need to even use the Transaction Wizard.


Here's the process.

  1. Setup Quick Add
  2. Define User Preferences
    1. Define Bundle ID in "Quick Add"
    2. Choose if you want it to sync by selecting "Quick Add Sync"
  3. Save
  4. Convert a Lead!


Limitations: 
  • Percentage Based Products will not calculate until the user enters the line entry screen to modify the products.
  • Only applies to New Business Opportunities