Currently, once an opportunity/quote are created, we are unable to change the division. So if say the Rental Division is accidentally selected and it should have been under Earthmoving Division. We have to cancel the existing opportunity and quote and reprocess. We would like to be able to update the opportunity and quote without having to cancel.
Jessica Carey
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | Everyone |
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What problem is your idea trying to solve?
Currently, once an opportunity/quote are created, we are unable to change the division. So if say the Rental Division is accidentally selected and it should have been under Earthmoving Division. We have to cancel the existing opportunity and quote and reprocess. We would like to be able to update the opportunity and quote without having to cancel. |
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