Page Comparison

Edit an Existing Quotation Record

To edit a quote record observe the following steps:

1. Select the Quotes menu to open the Lead List page.

   

2. Search for the lead record that is to be converted.

   

3. Highlight the required record and either select the Edit button or double click on the record to open the lead page.

4. To edit the quote record you can update any of the following fields
   
   ** New lead record not associated with an EXISTING PARTICIPANT**participant

   Date of Birth
Email Address
Phone
Representative Name
Branch
Address

   Suburb
State

   Postcode
Funding Source

   NDIS Number

   Pricelist
Approval Stage
   

   New lead associated with an existing participant

   Representative Name

   Branch
Funding Source

   NDIS Number

   Pricelist
Approval Stage
   

   Creating a New service record or updating an existing service record.

   From Date

   To Date

   Service Type

   Budget

   Description

   Allow Public Holidays
recurring attribute associated with the service being delivered, recurring type, selected days, preferred time and start time, hours
   

5. Select the SAVE button to update the quotation.

Delete a Quote

To delete a Quote observe the following steps:

1. Select the Quotes menu to open the Lead List page.

   

2. Search for the lead record that is to be deleted

3. Highlight the record and select the delete button from the ribbon bar.
   

   

4. Select the OK button on the prompt screen to confirm the deletion.
   

   

Delete a Service

 To delete a service from the Quotation record observe the following steps:

1. Select the Quotes menu to open the Lead List page.

   

2. Search for the lead record that is to be converted.

   

3. Highlight the required record and either select the Edit button or double click on the record to open the lead page.

4. From the service data grid select the delete icon opposite the service record that is to be removed.

5. Select the OK button on the prompt to confirm the deletion of the record.
   

   

Adjusting the Quote Activity Status

To adjust the activity status of the Quotation observe the following steps:

1. Select the Quotes menu to open the Lead List page.

   

2. Search for the lead record that is to be converted.

   

3. Highlight the required record and either select the Edit button or double click on the record to open the lead page.

4. To deactivate the Quotation record select the Deactivate button.

   

5. To activate the Quotation record select the Activate button.

   

6. Once done, you can exit back to the lead List.