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On the Quote, The following information is automatically populated. - as of 04/15/24 the opportunity section is hidden
Field Name | Help |
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Opportunity Currency | Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank. |
Price Book | Default to Standard Price Book |
Assigned Dealer | Default to the account that is linked to the Assigned Salesperson. |
Assigned Salesperson | Default to the contact that is linked to the logged-in user. |
Update these fields as necessary.
Then Click Save.
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Read Adding Add Quote Details / Editing QuotesEdit Quote to continue to edit the quote.
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