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ArticlesSEST: User Unable to Add Scoping Session to Opportunities

Knowledge Article

SEST: User Unable to Add Scoping Session to Opportunities

Users may be unable to add Scoping Sessions to an Opportunity. This issue occurs when the user has not been assigned a license for Services Estimator. To resolve this, a license must be assigned to the affected user.

  • Sep 29, 2026
  • Knowledge

Customer Success CloudServices EstimatorFinancial Management CloudProfessional Services Cloud
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Knowledge:SEST: User Unable to Add Scoping Session to Opportunities