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MBeare
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Maree Beare

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Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
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MBeare
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October 28, 2021
Yes please escalating the fixing of this. When we clone a quote we expect to be able to associate it with new contacts and their associated companie...read more
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