CloudLink Ideas Portal

No deal a quote in iQuote via a SalesLink opportunity

It is currently not possible to no deal an opportunity with an attached quote. This makes it costly and frustrating for our customers to work with SalesLink.

Instead, when attempting to no deal an opportunity with a quote, the same fields required to no deal a quote in iQuote appear as required fields.

When the user fills out those fields then the user can no deal the opportunity directly which will also no deal the quote.

This applies to individual opportunities and bulk editing opportunities.

  • David Vuong
  • Sep 16 2024
  • Needs more votes
  • Attach files


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