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MDeacon5
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Member since ‎Oct 5, 2023
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MDeacon5
Member
September 10, 2025
Reply to Show Quotes in Company Record
Thanks. I figured out solution to have Quotes in Deals automatically sync to associated Company records using an automation workflow with some custom ...read more
MDeacon5
Member
September 09, 2025
Reply to Show Quotes in Company Record
@NBach thanks for the update. Are the Quotes meant to associate automatically? I just added it to the Company Record but cannot see the quotes ...read more
MDeacon5
Member
August 26, 2025
Reply to Automatic associations for activities via integrations
Yes! This is absolutely needed.
MDeacon5 on March 04, 2024
Show Quotes in Company Record
It would be great if we had the option to add 'Quotes' as a section in the right side bar in the Company Record so we can see all quotes associated with the company. This saves us time having to go into each deal to see what the latest Quote the read more
Reply Idea Contacts & Companies Products and Quotes
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