Online Quotes New Feature Instructions September 8, 2014 If you have any questions or need clarification, please contact Marie Kirk (ext. 5355 or mkirk@lutron.com) with Lutron's Integrated Systems

New Project – Opportunity Search New Project will open the Opportunity Link Type window. You will be required to either: Link to an existing opportunity - Opportunity Search Create new opportunity - Automatically create opportunity for Salesforce.com when Rev 0 is completed Do not create new opportunity - Used when creating a test quote for training

New Project – Opportunity Search If you check Link to an existing Opportunity Click on the Opportunity Search button – the Opportunity Search window will open If an opportunity is found, select it from the search before continuing. Since this is a new program you may not see any opportunities at first. This will change moving forward. When you continue, the Opportunity will auto-populate the Project Info

New Project Once you Fill in Quote Based On, the New Project window opens Create the project, quote 1, revision 0 as usual

New Quote The same options for the opportunity search and linking are on the New Quote window

Changing Opportunity Links If you need to Change the opportunity linked to a quote Create an opportunity from a quote previously marked to not create one Go to the Project Info page for the Opportunity toolbar

Delete Link To Delete the link Click on the "Clear Opportunity Association" button A window will popup to confirm the request Click on the Save button on the Project Info window to save your changes

Change Link If you need to re-link the Quote to a different Opportunity after deleting the previous association Click on the "Search Opportunity" button The Opportunity Search window will open Select the opportunity from the search An Opportunity ID will appear, click on the Save button on the Project Info window

Project Specific Exception Notes There is a new field on the notes page It shows the exception notes added by Integrated System They can be copied and pasted into Project Specific Exceptions to print on quote This is a short-term solution until the Integrated Systems exception notes and the Rep exception notes are merged.