Step 2 - Quote Info - Migration Guide
Published:
Overview
Quote Info is the first of the four migration journey stages, capturing who the quote is for and the deal details behind it.
Steps to Complete Quote Info
- From the migration quote, open the Quote Info step — the first of the four stages: Quote Info, Plan Association, Build, Review.
- Enter the recipient's email — this is who the quote will be sent to.
- Optionally enter the recipient's name.
- Enter an Opportunity Name for the deal. This field is required, as it drives the sales pipeline.
- Optionally set an Expected Close Date.
- Confirm the Sales Rep field — it defaults to you, but can be reassigned to a teammate.
- Note that this information covers both plan options, Standalone and Pooling — it only needs to be entered once.
- Click Save and Continue to move to Plan Association.
- Click Save to Draft or Publish to Production.
Key Notes
| Item | Details |
|---|---|
| Required fields | Recipient email, Opportunity Name |
| Optional fields | Recipient name, Expected Close Date |
| Sales Rep | Defaults to current user, reassignable |
| Plan coverage | Applies to both Standalone and Pooling |
| Next step | Plan Association |
