Hi,
I’m just implementing pricelists and quoting into our sales process and have noticed that when creating a quote from within an opportunity no contact is copied into the quote. I assume this is because there is the possibility of many contacts being associated with the opportunity.
Are there any strategies I could use to get around this as adding a contact is a step that can easily be got wrong (Especially if there are duplicates in the DB).
Could I perhaps add a contact field to the opportunity and have that copied across at creation time? Are there any consequences of that approach that I’ve not considered?
Thoughts and ideas appreciated.
Cheers,
Simon