About JDQuotes
The Anvil JDQuotes tab enables users to easily manage all aspects of their customer quotes, including related equipment, attachments, trade-ins, and sales incentives. Anvil JDQuotes sync with John Deere’s JDQuote2 system every 15 minutes, but you can also sync them yourself to send immediate updates to JDQuote2. You also have the option to open links to JDQuote2 right from the record.
To access JDQuotes, navigate to the JDQuotes tab.
Click a JDQuote Name from the list view to open any record.
JDQuotes Record Page
The JDQuote record page contains action buttons, key information, and additional tabs. Let’s take a look:
- Quick action buttons display which actions you can perform on the record. The Follow button allows you to receive updates in your Chatter Feed when any changes are made to the record. The Update Pipeline button walks you through moving the pipeline stage forward or back, and Mark Sold walks you through closing the deal. Additional buttons link to the JDQuote2 system and open in a separate browser tab.
- The Highlights panel displays key record information.
- The Pipeline Status bar provides a visual display of the statuses, with the current status highlighted.
Beneath the Pipeline Status bar, you’ll see:
- The record tabs, which display details about the current record and about related records. Click through the tabs to explore all the different information available and to navigate to related records like Requests.
- The Activity panel, which displays Chatter posts, tasks, and other record-related Activity. Use the Activity panel to quickly log a call, create a Chatter post, or a create a task to attach to the JDQuote record.
Scroll down the page to reveal the JDQuote History panel. Use the buttons to refresh and to expand or collapse subsections of the history.
Use the Search field to find when the Status changed. For example, type Neg to narrow the history to only show when the record moved to (or from) the Negotiation/Review status.
Details Tab
The Details tab contains a lot of important information about the deal, including the following key fields:
- Customer — The Anvil system customer assigned to the JDQuote
- Customer Name — The JDQuote2 system customer name
- Forge Ahead Due Date — Select a date to create a follow-up task, due on this date.
- Comments — General comments about the Anvil JDQuote (not synced with JDQuote2)
- JDQuote Summary — Equipment and Trade-In equipment summary information
- System Information — IDs, record owner, created and last modified dates
Important: If the Anvil Customer field is blank, you are prompted to add a Customer to the record and the page displays the Select Matching and Create New Customer options.
JDQuotes Details Tab
The JDQuote Details tab contains object records related to the current JDQuote record. These can include:
- JDQuote Equipment
- JDQuote Attachments
- JDQuote Sales Incentives
- JDQuote Trade Ins
- Purchase Orders
Hover over any of the links to reveal popup information about that record.
Click the link to open the record in a new tab. (Use your browser’s back button to return to the JDQuote record you were viewing.) Click View All to open the related record set in a table view.
Note: Record tabs are customized for each dealership. Your view may differ from those shown here.
Requests Tab
Request records related to this JDQuote are listed on this tab. From here you can click the Request Name to open the related Request record
Files Tab
Notes and file attachments can be added to the record on the Files tab. Creating a note on the record enables you to automatically link the record with the note.
Related Tab
The Related tab displays all related records in one place. If configured, the Quick Links section enables you to see the count of related records and to quickly jump to that section, reducing the need for scrolling.
In-app help text displays directions on how you can customize which quick links show on your page.
