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Comments
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Thank you, the issue with the opportunity is when creating an estimate, choosing a different customer it breaks the link to the opportunity. I understand there is no financial impact until there is a sale, however we review pipeline reports to get a feel on how effective our sales team and proposals are. If creating a…
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Thank you, I swear I had tried Item_Count and it didn't work but upon checking again I believe the issue I was having was comparing the transaction units to the base unit of measure.