Suggested by Lorenzo Carta – New
We would like to edit the relationship between Opportunity and Quote to avoid ownership cascading between the two entities
Suggested by Lorenzo Carta – New
We would like to edit the relationship between Opportunity and Quote to avoid ownership cascading between the two entities
You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa.
Regards,
Henry