Assign Quote to me
As a quotation manager, this feature allows mass pick-up of quotations and assigns themselves as an owner directly from the quotations listings into partner function. To assign and work on a quote(s), under the 'Quotes' tab, select the quote ID(s) and click 'Assign Quote(s) to me'.
Then, click on the selected quote ID. Under the 'Partners' tab, the default settings for Owner Party will automatically be set to 'Yes'.
Note: If the Primary owner already existed then that person is still retained, but not as primary on the team. To ensure that they don’t lose access. The new owner can still remove them manually if so required.