Automated Deal # that carries over to quote
Automated Deal # that carries over to quote
Hi @PMorris1972,
Thank you for reaching out to the Community!
It'd be great if you could provide a bit more information about how you'd like to use this custom ID/number:
Should it be visible to your customers on the quote? Where would you like to include it (quote title, line items)? Thank you!
I wanted to invite a couple of subject matter experts to this conversations to see if they have any ideas how to approach this:
Hi @HubDoPete, @Alex_Elborn, @himanshurauthan, do you have any advice for @PMorris1972? Thank you!
Cheers
Mia, Community Team
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