Problem
As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.
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As an Account Manager, I need to see the amount of the largest quote on an Account so that I can prioritize follow ups.
A Salesforce user will want to quickly see what is the largest quote ever provided to an account from the Account page via a lookup field.
Your org has a complex quoting or opportunity/project accounting business processes and the Opportunity Amount field is updated manually.
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