How to Claim or Transfer Ownership of a Quote

Navigating through OctopusPro, a comprehensive field service management solution, you’ll encounter an “owner” associated with each quote. This role, by default, is assigned to the creator of the quote. However, you can change this ownership manually during the quote creation or editing process, or from the manage/view quote page.

The concept of “ownership” in OctopusPro represents more than just a label. It’s a pivotal aspect of the system designed to ensure:

1. Accountability: Assigning an owner to each quote guarantees a specific individual’s responsibility for the management and successful completion of the quote.
2. Organization: By designating owners, the system remains organized and clear, particularly beneficial when multiple office users handle various quotes.
3. Reporting: The owner’s detail appears in most reports, facilitating performance tracking at an individual level.
4. Commissions: This functionality becomes crucial in determining sales commissions, as it directly impacts sales by employee reports.

Use Cases

1. Team Restructuring: If a team member is leaving or changing roles, you might need to transfer ownership of their quotes to another team member.
2. Improved Management: If a particular admin user has specific knowledge or skills related to certain quotes, it may be beneficial to assign those quotes to them.
3. Claiming Commissions: Sales team members might want to claim ownership of certain quotes for commission purposes.

How to Claim or Transfer Ownership of a Quote

1. Log into your OctopusPro account.
2. Navigate to the “Quotes” tab from the main menu.
3. Select the quote you want to claim or transfer ownership of.
4. If you are creating or editing the quote, look for the “Sales Rep” field, usually found in the “Details” section.

Alternatively,

1. In the overview quote page, click on the “Sales Rep” field from the Details section at the top of the page.
2. From the dropdown menu, select the admin/office user you want to assign as the new owner.
3. This will automatically change the ownership of the quote and assign you as the new owner, pending approval from the existing owner.

Ownership in OctopusPro signifies the primary individual responsible for managing the associated quote. This fundamental aspect is designed to ensure clear accountability, enhanced control, and efficient delegation of responsibilities, especially in businesses where multiple admin or office users are engaged in various quotes.

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