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Hi, while going through the one the videos I found that different types of quotes can be made in CRM as shown in the below picture:
It shows 3 types of quotes
a) Quote: Quote
b) Quote: Field Service Information
c) Project Information
In the CRM I am using I only have the main quote type. Please could some advice how can i activate the other 2 types.
Thanks in advance
Hi.
What you see in the picture are multiple forms. They will be available for you depending on your app and security role.
The easiest way to check is through the 'Form Access Checker'. Follow the steps from the link below and you will find the option.
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Daniyal Khaleel
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DAnny3211
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Abhilash Warrier
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Super User 2025 Season 2
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