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Rahul H 4 Create Quotes from Leads
We are looking to Create Quotes from Leads. The Quote is now added to Lead Related Lists. However, we dont see the New button.
Can you please guide us how to create Quote from Leads.
Can you please guide us how to create Quote from Leads.
You have to do like this .. Follow this Steps
1. Create a lookup field on the Lead to Quote and add the quote to the quote related list to the page layouts
2.Now create a quick action or use the custom button to create a quote and associate the lead to quote and show it on lead-related list
Can you please let me know the steps for the quick action or button to associate the lead to the quote?
Refer this trailhead link
https://trailhead.salesforce.com/en/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_objectspecific
Please follow these steps
1. GO to Quote Object and create a new lookup field to the lead and save it
2. Now Go to the lead object and create a quikc action
From Setup --> GO to lead , go to Buttons, Links, and Actions and click New Action.
Verify that the action type is Create a Record as shown below and save it
And Drag the fields into the action layout as shown below
If you want to auto-populate the lead values update the quick action with predefined values and add it ti Mobile & Lightning Actions in the palette, then drag the New Showing quick action into the mobile section on lead page layouts
Refer this link for Set Predefined Field Values for Quick Action Fields
https://help.salesforce.com/articleView?id=predefined_field_values.htm&type=5
You can do whatever you wanted to do but personally I would not suggest using the Quote Object on the lead level by design as they are tightly bound with Opportunity and Product (through Quote Line Item) until there is some detail specs to translate this whole Quote to tie to Opps etc. after lead conversion.
If you layout the details why you are looking Quote to be used on Lead object and the plan of using it after lead conversion that would help provide alternate to this.
This is a friendly suggestion as you may end up some complications moving forward if you don't have a solid requirement what I asking for. Thanks.
We have an inventory system which we need to integrate with Salesforce. Currently, all Quotes, Invoices and Sales Orders are a part of the inventory system however we would like to do the same from Salesforce now.
So, first we will create a Lead as a Prospect, then add a quote which would be sent to the customer. Then if the customer is happy, we would convert to an opportunity.