Hello,
The system allows to assign any deal which belongs to different contact person deal on quote creation page.
For example, I can assign X contact's deal into Y contact's quote. I don't know mention of this process but it's not suitable for our business and sometimes, we're getting mess situation because of that.
I would like to create a structure the user is only able to assign deal to quote which is belongs to related contact person.
How is it possible?
Could could you please help me?
Thank you.