Hi team,
When a quote is approved, it automatically becomes the primary quote and is synced to the opportunity. Is there a way to prevent or disable this automatic "set as primary upon approval" behavior?
Looking to see if others have managed this scenario or found a configuration/workaround.
Thanks in advance.
Hi Emily!
The default system behavior is to sync to make the latest quote primary. (Unless it’s a draft. Draft proposals can be saved without being made primary)
You can always see other iterations of quotes on the opportunity in DealHub 2.0, and make another quote the primary quote
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