Reactivating an Expired Quote

1. From anywhere in IntelliDealer, navigate to Product Support > Equipment > Equipment Quoting.

   The Equipment Quoting screen appears

   
   

2. In the Select Status field, click Expired .

3. Fill out the remaining search fields, then click Go >>.

   The Equipment Quoting screen refreshes, listing the generated search results.

   
   

4. Move your cursor over a Reference Number and select Reactivate from the pop-up menu.

   Selecting Reactivate from the pop-up

   
   

   The Customer - Quote Header tab appears.

   
   

5. Enter a new expiry date in the Expiry Date field.
   - or -
   Click on the Calendar icon and select an expiry date from the Calendar screen.

6. Click Save.
   

   The Status of the quote changes from Expired to Pending indicating that the quote is once again active.

   
   

Security Switch: 801 - Product Support - Equipment Quoting

Revision: 2025.01