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CSM
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Member since ‎Mar 25, 2019
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  • Upvotes Given
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Carl Moore

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Activity

CSM
Participant
June 16, 2025
Reply to Associate existing quote to a different deal
Hi, The quote should be independent and able to be added to a deal. Currently quotes can be cloned, but then you can't add them to a new deal. I'...read more
CSM
Participant
June 16, 2025
Reply to Associate existing quote to a different deal
Hi, The quote should be independent and able to be added to a deal. Currently quotes can be cloned, but then you can't add them to a new deal. ...read more
CSM
Participant
June 16, 2025
Reply to Associate existing quote to a different deal
The quote should be independent, where you can add a quote that is already created to a deal. Workaround could be to create a deal with all the ...read more
CSM
Participant
June 03, 2025
Reply to Copy Product Information
@DCwele Any details would be helpful. I can see the method mentioned earlier, but looked like you had to select specific line items to include. ...read more
CSM
Participant
June 02, 2025
Reply to Copy Product Information
@ethankopit It's been years here. Is there a way to simply copy line items over from another deal. Use case - when I deal closes, we make a ...read more
CSM
Participant
February 10, 2025
Reply to Associate existing quote to a different deal
Hmm.... The Bot says we can do this... I had a glimmer of hope... Can't believe this is still not possible after a few years of comments....read more
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