How to Create Bulk Import Quote in CRM

Overview:

This article provides the step-by-step process on how to create bulk import quotes in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, navigate to Extensions click Bulk Import Jobs.

6. Click New.

   

7. Under the General tab, enter the following required information:

   • Name

   • Country

   • Import Type – From the drop down menu, select Quote.

   • Assigned To – choose from the following options:

     • Specified in Import File

     • Person

     • Team

     • Primary Sales Contact of Customer

   Note: If you select Person or Team, the User field will appear. Use it to specify the contact.

   

8. Under the Bulk Quote tab, provide the following information:

   • Email Template – select an existing template or create a new one

   • Email From

   • Email CC

   • Email BCC

   • Sends Automatically – select Yes or No

   • Is End User – select Yes or No

   • End User Is SKU Visible – select Yes or No

   • End User Is MFG Part Visible – select Yes or No

   • End User Is MSRP Visible – select Yes or No

   • End User Is Price Visible – select Yes or No

   • End User Is Discount Visible – select Yes or No

   • Top Message – select Yes or No

   • Email Question – select Yes or No

     

9. Click Save & Close. The job will be added to the list of Active Bulk Import Jobs.