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Create quotes for leads

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  • Create quotes for leads

    I have installed the sales pack and connected the quote to leads. Now I can add quotes to leads but the adress won't be auto-filled into the quote form. How can i change this behaviour to autofill?

  • #2
    You will need to use formula for this, will only see the result after save.

    If you like to have the copied address directly then you need some coding skills
    CEO & Founder of Eblasoft.
    Professional EspoCRM development & extensions.

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    • #3
      Yes, there is a js script in client directory which copy address based on linked account.

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