Previously in other CRM systems we always used Opportunity to track a sales rep performance. If it was closed as won, that counted towards their quota. I'm using CRM 2011 and I love how it has built in quotes with it. The part though that
throws me off is if I make an opportunity, then make a quote from that, it of course pulls the info from the opportunity like products into the quote. However if I activate a quote and then the customer wants to add more products to it, I need a new
quote but the opportunity needs to update also. If I update the opportunity, is there no way to update the quote? Like if I click revise, the quote is the same. Clicking recalculate quote does nothing, and if I click Get Products, it ADDs all the
products again to the quote. So I have to basically go in and delete all the line items, and then click Get Products which seems to be a workaround.
I find this further complicated if say I have an opportunity with 5 items each $100 and make a quote, then I revise the quote and on the Quote I add 2 more items for $100 each, the quote is of course then $700. However there doesn't seem to be any
way to update the Opportunity without going in and manually adding the 2 more items and changing it there. If I click Create Order in the quote and say close the Opportunity as won, and to use the revenue from the quote, the Opportunity closes and shows
$500 still for revenue.
So the only way around it I can see is to:
1) Always update the products in the opportunity never the quote directly
2) When making revisions on the quote, delete all the line items, add them to the opportunity and then use Get Products from the revision to pull the products from the opportunity
Is that right or am I missing something?
Just to add on to this also, what methodology do people use if a customer was like send me a quote for Product ABC, then was like and also one for Product XYZ just to compare. I guess in my above issue that's the reason it doesn't keep them in sync,
since I'd have to make the opportunity first with Product XYZ and make a quote and then there would be issues for Product XYZ. So in this case, would someone generally make the Opportunity for whatever product they felt most likely to close like Product
XYZ, then make a quote, and then click again to make a new quote but this time on the quote change it to Product XYZ? Then if that quote is the one the customer wants, they change the opportunity from Product ABC to Product XYZ and save it then close
it as won? Thanks!
