Articles tagged #OPPORTUNITY
Articles tagged
#OPPORTUNITY
Unable to Link Quote to Opportunity
Scenario
A user wants to link their existing quote record to the opportunity record.
It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
It is standard behavior that users cannot link opportunities to existing quotes. To link opportunities to quotes, users need to use the Create New menu from opportunities.
Solution
- Navigate toTransactions>Sales>Create Opportunities>List
- OpenOpportunityrecord
- ClickSalestab
- ClickQuotessubtab
- ClickNew Quote
Modify the Opportunity Status Dropdown List
User wants to add a New Opportunity Status available on the Dropdown.
Display Customer Status on Opportunity Saved Search
A user wants to display Customer Stages and Opportunity Status using an Opportunity Saved Search.
Estimates are set to a Processed Status when No Transactions are Associated
There are two instances why an Estimate shows as processed without any related transactions.