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Auto Create Section on Service Quote

Posted: Tue Jun 27, 2023 2:05 am
by mattkitchin
When we convert a lead to a service quote, the only way i can send data to a cost center is if a section exists, but on conversion no section or cost center is created
so to make my api work we end up having to create a dummy cost center then delete it to get a section auto added

is there a way you can make sections auto add to service quotes?

Re: Auto Create Section on Service Quote

Posted: Tue Jun 27, 2023 3:22 am
by Sindre
Hi Matt,
This function is already existing.

If you have assigned a cost centre to the lead it will automatically create a section and corresponding cost centre when converting a lead to a quote in the API.

Regards