Quotes and Invoices

Add the Generate Quote from Resource Hero button to the Quote related list

From the Opportunity page layout edit screen, click the wrench icon on the Quotes related list.

 

Expand the Buttons section, then add the Generate Quote from Resource Hero button to the Selected Buttons.  Click OK.

 

The Generate Quote from Resource Hero button should now be displayed on the Quotes related list.  Click the Save button.

 

The Generate Quote from Resource Hero button is now available from the Quote related list on the Opportunity page.

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