|Posted: 2011-03-10 16:09|
Can I link opportunities to contracts?
|Posted: Thu, 10.03.2011 - 16:21|
Yes. Add the Opportunity as a Related Item - Open the Contract record > select the 'Related Items' tab > click Add Related Item > search for the Opportunity record > tick the checkbox > Click Add.
(If you start with an Opportunity record and use the Copy Document functionality to generate your next transaction document and keep using Copy Document until you generate a Contract, the original Opportunity will automatically appear in the Related Items tab on the Contract.)
Tip: An easy way to find records is to search with the object reference. The object reference can be viewed in a few ways: