It is now possible to clone the request.
It is useful when the quotes are requested from different sources or brokers.
In that case, rather than inserting one quotation details a number of times, the Sales team can simply clone it (copy it).
The process is quite simple:
icon in the Actions column in the main 'Requests/Quotes' view
button. 'Requested by' is a mandatory field. If it is left empty Leon will not allow cloning the requestThe cloned request will always be displayed at the top of the 'Requests/Quotes' list:
The following data are copied from the source request:
The following items are NOT copied from the source request:
It is possible to clone a request from Avinode. The outcome of this operation will be a Leon quote.