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Jul 21, 2016 at 11:07 AM

Convert Opportunity to Sales Quote

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Hi All,

Can we convert opportunity to sales quote under action button -> 'convert to sales quote'?

We find that we can convert sales leads to opportunity using at action -> 'convert to opportunity'.

Currently to convert to sales quote from opportunity, I have done the following steps:

1. Open up Opportunity

2. Go to Sales Document

3. Under Sales Quote Section, click on new

Regards,

Grace