Requirements
Every sale must have an opportunity.
Quotes must be created from opportunities.
It is possible to sell multiple serialized products on one Opportunity.
It is possible to sell multiple serial numbers per product on one Opportunity.
Search for an Existing Opportunity
If you know the customer’s Name, Phone or Email, use them to search for an account.
Accounts could be both Person and Business Accounts
You are not allowed to delete an account when there are opportunities created for it.
Alternatively, you can search on the Opportunity list.
