Identifying Active Quote for Opportunity Team

B

To identify the opportunity's active quote in Salesforce, the sales engineer at Universal Containers can follow the steps below:

Option A: Reference the last modified date on the quotes.

• The sales engineer can check the "Last Modified Date" field on the quote records associated with the opportunity.
• The quote with the most recent "Last Modified Date" is likely to be the active quote.
• However, it's important to note that this method only provides an indication of the most recently modified quote and may not necessarily represent the active quote.

Option B: Reference the synced quote field on the opportunity record.

• The sales engineer can navigate to the opportunity record in Salesforce.
• Look for the "Synced Quote" field on the opportunity page layout.
• If a quote is linked or synced to the opportunity, the "Synced Quote" field will display the name or details of the active quote.
• This field provides a direct indication of the active quote associated with the opportunity.

Option C: Reference synced quote history on the opportunity.

• The sales engineer can go to the opportunity record and check the "Quote History" related list.
• This related list displays a historical log of quotes that were synced with the opportunity.
• By reviewing the quote history, the sales engineer can identify the most recent quote or the one that has been marked as active.
• This method allows the sales engineer to track the changes and updates in the quotes associated with the opportunity.

Option D: Follow the opportunity's quotes in Chatter.

• Salesforce Chatter is a collaboration tool that allows users to follow and engage in conversations related to records.
• The sales engineer can navigate to the opportunity record and check the Chatter feed.
• By following the Chatter feed, the sales engineer can stay updated on any discussions, updates, or notifications related to the opportunity's quotes.
• This method provides real-time visibility into the quote discussions and activities, helping the sales engineer identify the active quote.

Out of these options, Option B (Reference the synced quote field on the opportunity record) provides the most direct and reliable way to identify the active quote associated with the opportunity. However, the other options may also provide additional information and insights that could be helpful in understanding the quote's status and history.