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Choosing a specific estimate form based on opportunity class??
Hi-
We know about linked forms...
However, we have the following issue:
We sell two product lines, and at the lead stage we don't know which product line the customer will want... We have a single opportunity form for both product lines. The issue is--
The estimate forms are different per product line--
Is there some way we could can we give our reps a button or popup box to create either an estimate for product line A or product line B on the opportunity form?
(after the estimate-- all sales orders/invoices etc. are set up using linked forms, the issue is really the simple branching into one product line or another)
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