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Search for the customer under Customer Account.
Update Opportunity Currency if other fields as necessary.
Then Click Save.
The Opportunity will automatically be created in the background. No need to click “Create Opportunity”Opportunity.”
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Field Name | Help |
|---|---|
Opportunity Name | Default to Account Name |
Opportunity Currency | Default to the Assigned Dealer’s Currency, or CAD if the Assigned Dealer is blank. |
Account | Search for an Account, or enter relevant information to create a new account |
Price Book | Default to Standard Price Book |
Closed Date | Default to Today’s date |
Stage | Default to “Proposal” |
Assigned Dealer | Default to the account that is linked to the Assigned Salesperson. |
Assigned Salesperson | Default to the contact that is linked to the logged-in user. |
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