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Categories CRM App
Created by Guest
Created on Apr 29, 2024

Option to autocalculate opportunity value based on last edited quote

We added a new auto calculate option for opportunity value field so users who do multiple quotes under a opportunity don't have their opportunity value skewed by adding up all the quotes underneath. Therefore, the user can turn off the auto-calculate in this scenario. What would be great is to then have a option to have the auto calculate be based on the quote last updated, so the user is then not having to manually update the opportunity value each time.

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