Articles tagged #QUOTE
Articles tagged
#QUOTE
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
Difference Between the Two Status Fields in Estimates
The Status field with field ID: entitystatus represents the stage of advancement in the negotiation.
Forecasting Preferences
You can set your company forecast preferences atSetup > Sales & Marketing Automation > Sales Preferences.