Sync a Quote to a Deal
complete
Ryan Huff
Line items from a Quote are copied to a deal when it is published. But reps may prepare multiple quotes for a prospect if they've asked for different configurations. In this case, only the line items from the most recently published quote would be copied over.
It would be great if a sales rep could choose a different published quote and "sync" the line items from that Quote to the Deal — and likely other details from the Quote as well.
Ryan Huff
complete