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Hi
Just a quick question - Is it possible to move a quote from one account to another? The user has put it on the wrong account.
It's CRM 2011
Kind regards
M
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If quote is in draft mode, yes you can Move Quote from one account to another.
To do this update the customer field in the quote record.
Thanks Chitra,
obvious now, silly me
S W.
Just bear in mind, your quote is linked to Opportunity or not?
If yes, then you also better make sure that the Opportunity Potential Customer is also correct.
And you can revise the Active Quote also.
Thanks.
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