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Can we open a Quote Screen from CX Dashboard

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in Sales 1 comment


We build a dashboard for quotes using standard subject area in analytics , there we have a information of Opportunity and Quotes.

If we want to navigate to Quote , we have a given a deep link to opportunity on opportunity name and from the opportunity screen we are moving to CPQ quote now.

Instead of this way can we directly open the CPQ quote screen from CRM Dashboard Quote name, instead of going to opportunity and then to Quote?

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