"Set as Forecasted" quote action
C
Connor Jeffers
As a sales rep, I send multiple quote options to my customers. Each quote that goes out replaces the line items on a deal. I want to be able to set a quote as "forecasted" or "sync this quote" so that quote I select syncs its line items to the deal.
I would expect this to persist until a quote is signed, at which point that would replace it.