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Former Member
Jul 26, 2011 at 10:30 AM

Quotation is not appeared in follow up popup in the opportunity

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Hi,

Using MARKETINGPRO role

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Created Lead and then created Opportunity as a follow up to this lead.

Using SALESPRO role

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Now logged in to WEBUI with SALESPRO role and opened the created opportunity.When I open the follow up popup,

quotation transaction type is not available to create quotation as a followup.

Remark : If I create stand alone opportunity and check for Quotation transaction type, it's available in the follow up popup.

please suggest me why is this difference.

Regards,

Nagi