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Created by Guest
Created on Mar 24, 2026

Improve Workflow for Managing Quote Locations

When creating an opportunity and in this example of using a template that has more locations than are needed, multiple locations can be selected, but cannot be moved all at once or deleted. Being able to move a large selection of rooms instead of one at a time would save some time when trying to reorganize an opportunity. Additionally, if multiple rooms are not being used for the particular project, being able to delete multiple rooms at once would also save some time rather than needed to delete each room individually that is not going to be used.

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