Quoting
Users can choose the default Tab that is shown on the Quote Line Entry screen to be either "Products" or "Bundles". The default setting ...
Thu, 14 Nov, 2024 at 5:18 AM
Quick Segments allow users to split a line item across multiple years within an Opportunity. This guide covers how line segments work, how to configure them...
Thu, 20 Feb, 2025 at 9:53 AM