In Quotation we are able to “Upload” to the Quotation Items. But not in Opportunity.
Is there a quick way or a custom script available that would allow me to add to Opportunity Items using my .csv? thanks guys, any help is appreciated.
In Quotation we are able to “Upload” to the Quotation Items. But not in Opportunity.
Is there a quick way or a custom script available that would allow me to add to Opportunity Items using my .csv? thanks guys, any help is appreciated.
Hello @iMoshi,
Please follow below steps:
Customize Form>Opportunity>Search for Items Table name>Open that particular field box by clicking on the downwards arrow mark and then click/check on “Allow Bulk Edit” and then save the form and reload your account.
Please refer these screenshots:
Hope this helps.
Regards,
Sujay
You’re a godsend! Thank you so much Sujay!