Academics
Academics Style Guide
Centering a Chart/Table in the Question Stem
Creating Multiple-Choice Questions
Creating a New Product in ACE
GA Math - How to Find the new GA math standards
How to Create an Article in HelpDocs for Academics
Learnosity JSON Templates
Point Values and Scoring Logic for Item Types
Requirements for Activating Subjects
Uploading Videos to PL
Video Template Links
Account Executives
AE Opportunity Management
AE Quote Approval Process
Activating Prospect Trials - Account Executives
How Do I Clone a Quote?
How Do I Configure An Extra Free Months Promotion Quote?
How Do I Convert or Disqualify Leads?
How Do I Create Opportunity and Quote Records?
How Do I Create a District Quote?
How Do I Create a Lead Record?
How Do I Create a Multi-Year Proposal?
How Do I Edit an Existing Quote?
How Do I Prospect Using Quick Call? (Account Executives)
How Do I Work Inbound Leads?
How To Create Activity Records Associated With Opportunities
How to Schedule Demos and Events in Salesforce?
How to Work BDR Created Opportunities (Account Executives)
New Sales Quote Manager Approval Process
Pipeline Migration
Salesforce/Hubspot - AE Standard Operating Procedures
K-5 Demo Script
BDR- Business Development Representatives
How Do I Create an Opportunity Record? (BDRS)
How to Prospect Using Quick Call (BDRs)
Installation Steps to Complete for Mockingbird
Mockingbird App Training Video (Quick Call)
CRM
Customer Support
Chatbot Components
Horizon Education - Support Introduction
How Do I Classify Bug Support Cases in Salesforce?
How Do I Complete a Clever/Classlink integration?
How Do I Create a Case in Salesforce (phone call)?
How Do I Work Integration Cases in Salesforce?
How do I create a Customer Support Command Article?
Progress Learning Helpdocs Style Guide - Support
Horizon Education
IT Support & Systems
A.I. Artificial Intelligence
Calendly
Google Calendar
Google Workspace
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How to Add the Plano Office Printer to Your Progress Learning MacBook
Progress Learning Update Process Document (macOS)
IT Processes
Paycor
Getting Started With Objectives and Key Results (OKRs)
How Do I Complete Performance Reviews? (Employee)
How Do I Create Departmental/Individual Objectives in Paycor?
How Do I Submit Time Off?
How Do I Update My Photo in Paycor?
Paycor - 1:1s
Performance Insights - Objectives (DRAFT)
Performance Review (Managers)
Vonage
Zoom
How Do I Connect my Calendar with Zoom?
How Do I Reserve a Room at the Plano Office?
How Do I Share My Screen to the Mothership TV?
Zoom Best Practices
Zoom Cloud Recording Policy
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DNS Adjustments (For Travel Use Only)
Everything You Need to Know about Slack
How Do I Submit Credit Card Expenses in Nexonia?
How Do I Submit a Salesforce IT Helpdesk Ticket?
How Do I Update My Photo in Google?
How do I use Bucketlist?
How to Create a New Article in Help Docs
How to Fix Wi-Fi Issues on Your MacBook While Traveling or Flying
Opensense Signatures for Progress Learning
Progress Learning Employee Group Management
Progress Learning Migration Steps
Setting up Salesforce Multi-Factor Authenticator
Using Ramp - Finance
Using Zywave
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Enabling Notifications for Clever Status Updates
How to set up a Canvas Integration
How to set up a school with NWEA MAP
NWEA Mapping Page - Details & Troubleshooting Steps
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BDR Training Practice - How to Create Opportunities
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Account Executive Quick Start Guide
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Request for Proposal (RFP)
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How Do I Assign Onboarding Cases (Manager)?
How Do I Work Onboarding Cases?
How to Managing Event Settings in Google Calendar
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DPO- Delayed Payment Option Process
How Do I Take a Payment?
Order Processing Coordinator - Queueing Opportunities
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How Do I Create a New Opportunity and Link it to an Existing Contract in Salesforce?
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How to add a new contact record in Salesforce and add a relationship
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Salesforce
CPQ
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About Progress Learning Account Health Scorecards in Salesforce
Account Page Layout Changes (March '24)
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How to Log a Call in Salesforce
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Opportunity Page Layout Changes (June '24)
Salesforce Glossary
Salesforce List Views Overview
Searching in Salesforce
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Update Time Zone in Salesforce
What are Salesforce Objects and Records?
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Sales Ops Release Notes: April '24 (I20)
Sales Ops Release Notes: Feb '24 (Georgia)
Sales Ops Release Notes: Jan 1, 2024
Sales Ops Release Notes: Jan 30, 2024 - Five Points
Sales Ops Release Notes: Mar '24 (Howell Mill)
Sales Ops Salesforce Release Notes Index
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Add a Contact to a Cadence
Check Info on a Contact within Inbox
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Progress Learning Helpdocs Style Guide
Progress Learning Training Fliers
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- All Categories
- Account Executives
- How Do I Clone a Quote?
How Do I Clone a Quote?
Existing quotes can be easily cloned and then updated by following the steps below:
- From the Opportunity record open the Quote record to be cloned.
- Click the Clone with Related button.
- Click the Clone button.
The quote is cloned and a new quote document is generated.
- From the new Quote document, click the Edit Lines button to edit the cloned quote.
- Make any desired edits to the cloned quote.
- Ensure you mark the quote as Primary using the "Primary checkbox".
- Preview and send to the prospect.
