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No sales document exists on the opportunity tab in the sales cloud

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Hi Experts,

There is a problem with Sales Cloud Solution. In the opportunity transaction, the "Sales Document" Tab doesn't appear.

I can't convert an opportunity to Sales Quote.

I checked in the personnalization, this tab is not hidden.

I am sure that sales rights are set.

Could you please advise ?

Thank you.

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Answers (1)

Answers (1)

Vignesh_Dh
Participant

Hi Kenta,

As per your screen shots you are looking into personalization mode to add the sales document tab, can you open the adaptation mode to enable the sales documents tab in opportunity?

Regards,

Vignesh