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Status Already exists
Categories CRM App
Created by Guest
Created on Sep 15, 2023

Ability to switch back to a pipeline view when globally creating a quote

When using Global Create on a quote if an opportunity is selected as the parent, you cannot select the pipeline for this quote even if you remove or change the parent.

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    Andrew Ardron
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    Dec 7, 2023

    This is because the pipeline is a feature of the opportunity not the quote. So if you are adding a quote to an opportunity (as a sub-quote) then the pipeline is on the opportunity and you update it there.


    However I think the wider issue is resolved in v113 as it is now possible to change the pipeline on an opportunity or quote mash-up now