How to relate a quote to an opportunity in a second intention

[former_member592186]

Following is happening :

A client is calling me and need a quote urgently.

I am creating the quote

I haven't noticed that I already had an opportunity for this/or later on I want to group several offer under one same opportunity created for that purpose.

How can I proceed to relate the existing quote to that opportunity.

A similar function works for activities under related items > opportunity, but I can't find a way for offers to be linked to opportunity in a second intention.

Thanks

Agathe

[former_member592186]

Dear jayant.saini ,

Thank you for your first answer. Can you be a little more specific ? I am not familiar with the file "Opportunity Preceding & Follow-up Documents".

Thanky in advance

Agathe

[JayantSaini]

Dear Agathe,

Navigate to "Data Workbench" import work center and open "Opportunity Preceding & Follow-up Documents". Download the file and check the field definitions in excel files. Add the sales quote info w.r.t. opportunity information. Refer to screenshot to download the file.

opportunity.png

Thanks,

Jayant

[JayantSaini]

Hi Agathe,

You can use Data Workbench to link the opportunity with quotes. Import file "Opportunity Preceding & Follow-up Documents" can be used to link opportunity & quote after creation.

Thanks,

Jayant