Not using some Products in a Quote should not erase those Products from the Deal
When you have products assigned to a deal and you create a quote with only a number of those products selected, the remaining products disappear from that deal.
What does this mean for the user?
- Loss of custom product history (from first quotes on a deal)
- Loss of deal value
- Negative impact on forecasts and reporting
- Multiple sources of information related to a single customer, as the user needs to create new deals for every new product they wish to sell via a quote.
- Loss of system efficiency because of above.