CloudLink Ideas Portal

Visibility to Payment Terms/a Quote for Sale vs a Quote for RPO on lists

Need a configuration that allows the indicated payment terms on a quote (Sale vs RPO or Cash vs Finance vs RPO) to be visible on the quote list in iQuote and the pipeline opportunity lists in Sales Link. To further utilize these lists, we'd like to be able to differentiate between an opportunity's quote for sale vs a quote for RPO for planning and forecasting purposes.

  • Kelly Kotara
  • Jan 19 2021
  • Needs more votes
  • Attach files


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