CloudLink Ideas Portal

Auto populate FPC and Compatibility Code details from the quote when lost or no deal

When completing the competitor header after losing or no deal, there are fields relating to the FDC and Model that need to be completed.

It would be more efficient if the admin or rep closing out the quote not to have to populate this data when there are these details in the quote it's self.

Can these be populated from the quote?

  • Darren McAllister
  • Oct 19 2020
  • Attach files


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