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When Copying A Quote Record, The Login User Becomes Primary Sales Team On The Copied Quote (Doc ID 2614009.1)

Last updated on DECEMBER 05, 2019

Applies to:

Siebel CRM - Version 18.12 and later
Information in this document applies to any platform.


 When coping a Quote record, the login user becomes the primary Sales Team for the copied Quote record.

(1) There is a Quote 1 and the primary is User 1.

(2) Login to Siebel Application as User 2.

(3) Use 'Copy Record' or Ctrl+B to copy the Quote 1.

(4) The primary Sales Team is User 2, not User 1.



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