Create a Sales Opportunity from an Estimate

4 years agoopen2

Add a menu item to the Estimate page to create a new Sales Opportunity from the current quote. That way you have all of the customer data already populated in the Sales Opportunity and the quote will be linked automatically.
This would save time and make creating Sales Opportunitys easier.

2 thoughts on “Create a Sales Opportunity from an Estimate”

  1. James,
    I was originally thinking about adding this feature to Total Office Manager but now that you mention it, I think it would be equally helpful on both platforms.

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