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CRM Apps Lab™ Helper for Quote List Views: Product Code Roll-up
'Roll-up' line item product codes onto a quote to use them in filters.
- Business Need
- Project Management
- Requires
- Sales Cloud
Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.
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