In Lighting Experience, creating a Quote from Opportunity is not auto populating Prepared For details
Last updated 2018-06-11 ·Reference W-3546256 ·Reported By 5 users
In Lighting Experience, creating a Quote from an Opportunity (that specifically has a *Primary* Contact Role associated) is not auto populating Prepared For details
1. In Lighting Experience, open any Opportunity with Contact Role line item.
2. Ensure that Contact Role is specified as 'Primary'.
3. Click new button on Quote section
4. On the new Quote edit window, the Prepared For section is not automatically populated with the associated Contact Role details
Manually fill out the Prepared For section
Is it Fixed?
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