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Add Account to Quotes Record Page

Add Account to Quotes Record Page

When creating a quoted order, field reps select an account, and can then see quoted orders for other accounts in their territory.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure Quoted Order Sharing by Territory: Life Sciences Commercial Admin
  1. From Setup, click Object Manager, then find and select Quote.
  2. Click Page Layout.
  3. Drag the Account for Quote field to the page header.
  4. Save your changes.
    The account for a quote appears when field reps create quotes.
 
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