Support prospects on quotes

Important

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Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Jan 1, 2024	Mar 1, 2024

Business value

This feature reduces complexity on the backend system as accounts are separated between prospects and customers. It improves performance, minimizes storage consumption, costs, and simplification, and aligns the system with ideal behavior.

Feature details

When salespeople are in the process of generating a quote, they might encounter a situation where they need to provide a quote for an account categorized as a prospect in terms of its relationship status. However, as of today, our system exclusively supports the relationship type of customer for scenarios involving resources or non-stocked items. To address this limitation and enhance our platform's functionality, we have implemented a new feature that introduces intelligent mechanisms to handle the conversion of prospective accounts into customer accounts. This feature entails the introduction of user interface components and validation logic, which work together to facilitate a seamless transition from prospect status to customer status, thereby enabling the salesperson to generate accurate and comprehensive quotes for a wider range of accounts.