How to load a saved quote in the CPN
00:00: This guide will show you how to successfully load a quogue. 00:03: You previously saved in the CPN? 00:06: Log into the CPN and select the health module. 00:09: Highlight the client's name whose quote you wish to load. 00:13: Click the load, quote tile and a table will appear. 00:17: Highlight the quote you would like to load in the table. 00:20: Once you have selected the quote, you would like to view, click load selection, this will 00:24: load the full view of the quote, you build out. 00:28: By loading the full view of the quogue, you build, you can toggle between the different tabs and 00:32: you can also edit the quote. 00:34: This is the best option if you are meeting with the client or the client has notified you 00:38: of a decision, By loading the full view, you can mark the selected option 00:43: and receive the quote, as selected. So you have their final choice on file. 00:48: You can also click view selection, this will allow you to view General details about 00:52: the quote, without going into the quoting section of the CPN. 00:56: Here you can view General details for the options. 00:58: You build in the quote, You will not be able to edit or view additional information. 01:04: You can also resend the proposals to the client without entering the full quoting 01:08: view by clicking here. 01:11: This guide outlined the detailed process within the CPN application to 01:15: load a saved, quote effectively. If you have added tunnel questions, 01:19: you can call into the office or email support using the following email address agent 01:23: support at ensure with compass.com.
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