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Categories CRM App
Created by Guest
Created on Mar 23, 2023

Option to split quote with opportunity fields so that quote can be placed under new opportunity

Currently it is possible to create a quote under a contact with fields that would usually be found on an opportunity such as a pipeline. It is not possible at the moment to change parent on these records to move them under an opportunity if this was done by mistake. Some sort of way to split the two records so the quote could be moved under the opportunity would be useful in cases of a quote being created in the wrong place.

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