ZMcIntyre

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Zephyr McIntyre

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ZMcIntyre

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March 21, 2025

Reply to New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

Sorry I forgot to @karstenkoehler

ZMcIntyre

Member

March 21, 2025

Reply to New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

The worflow to get where I am is to go to add line items to the deal and then click Quote in the upper right.

ZMcIntyre

Member

March 21, 2025

Reply to New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

There was a change recently and the new Deal page has a drop down to select a deal to create a quote for. Previiously when I pressed create Quote w...read more

ZMcIntyre on March 21, 2025

New Quote Creation Doesn't auto polupate the deal you were currently working on - adding steps

This adds a few steps to the quote process and slows it down. Could the current deal where 'quote' was pressed be autopopulated when you create a quote? Thank you,

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