You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

in Redwood Sales, can the "Create Quote" function be based on Sales Stage?

With the new Redwood Sales UX, is there a way to restrict when the Create Quote option can be available?

We want to direct users to have to be at a specific Sales Stage in order to use "create quote". This will help us ensure that all required fields are entered, as well as ensure that they are using the Stages in their proper order.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!