Create Multiple Quotes

A.

In this scenario, the customer has requested a new quote that includes the original details from the opportunity. To fulfill this request, you need to create multiple quotes.

Option A suggests closing the quote and creating a new quote from the opportunity. While this approach would create a new quote with the original opportunity details, it would not preserve the original active quote. This could lead to confusion or misunderstandings between the salesperson and the customer regarding which quote is currently active and valid.

Option B suggests creating a revision to the active quote. This is the recommended approach as it allows you to preserve the original quote and update it with the requested changes. By creating a revision, the salesperson can easily reference the previous quote and ensure that the new quote accurately reflects the customer's request.

Option C suggests creating a new opportunity. This would not be the appropriate solution in this scenario as it would create a new opportunity with potentially different details than the original opportunity. It would also require additional work to link the new opportunity to the existing quote and ensure that all relevant information is transferred correctly.

Option D suggests creating a new quote from the original opportunity. While this approach would create a new quote with the original opportunity details, it would not preserve the original active quote. This could lead to confusion or misunderstandings between the salesperson and the customer regarding which quote is currently active and valid.

Therefore, the correct answer is B - create a revision to the active quote. This approach will preserve the original active quote and allow the salesperson to easily update it with the requested changes.