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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