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Re: How to attach opportunity to a quote?

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How to attach opportunity to a quote?

How to attach opportunity to a quote?






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Support SME

Re: How to attach opportunity to a quote?

Please follow the below steps:

 

  • Edit the quote layout and add "opportunity" field.
  • You should now be able to edit this field to select the new opportunity and save it.

     Screenshots provided below for reference.

 

original1.png

 

original2.png






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

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1 REPLY 1
Highlighted
Support SME

Re: How to attach opportunity to a quote?

Please follow the below steps:

 

  • Edit the quote layout and add "opportunity" field.
  • You should now be able to edit this field to select the new opportunity and save it.

     Screenshots provided below for reference.

 

original1.png

 

original2.png






If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √

View solution in original post