Duplicate Opportunities plague every dealership, and are often created by iQuote. Reps tend to go directly to iQuote to start the quote, rather than starting in SalesLink. This process fosters a disconnect between an existing Opportunity, as well as an inflated sales funnel (due to duplication). We need to change the iQuote > Create Quote screen to make existing Opportunities more prominent. Providing visibility to Leads would be a huge benefit as well.
See screenshot (mock-up) for additional information.
Kari Cannaday
