Matt Holmes Posted February 24, 2022 Posted February 24, 2022 speaking of opportunities, it would be good to be able to change the Account listed on an opportunity. We use QuoteWerks to create our quotes. We have had issues where someone creates a quote and it adds another Account instead of using one that already exists. Being able to change the Account on the opportunity and then delete the duplicate Account would be great.
Jamie Taylor Posted February 25, 2022 Posted February 25, 2022 Please share your suggestions here: https://pulseway.featureupvote.com/
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