Customer Engagement & Dynamics CRM Forum

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Related Products and Quotes

  • 1.  Related Products and Quotes

    Posted Oct 04, 2022 01:05 PM
    The Related Product functionality only seems to work within an Opportunity. Our company utilizes the Quote rather that opportunity product lines. Has anyone attempted to link Related Products to Quotes? Any feedback is appreciated.

    Debbie Carrier
    LMI Corporation
    Fenton MI

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