Overview:
This article explains how to associate an opportunity with a draft quote in CRM. Opportunities can only be added while the quote is in Draft status.
Important: A quote can only be linked to an opportunity when its status is Draft.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation menu, navigate to Sales > Quotes.
Locate and open the draft quote that you want to update.
The Summary tab opens by default.
Open the Related menu and select Opportunities.
Select + New Opportunity.
A panel opens on the right side of the page.
Complete all required fields, including information such as:
Subject
Account ID
BCN / Account ID
Status
Open
Contracting Unit
Est. Revenue
Currency
Country
Customer Need
Review the information entered to ensure it is accurate.
Click Save and Close.