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Can I link opportunities to contracts?

Workbooks Support Posted: 2011-03-10 16:09

Can I link opportunities to contracts?

Workbooks Support 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:

  • Hover over or open the Additional Information icon in the top right of the screen.
  • On a landing page.  Simply add the Object Reference column to the list of displayed columns.
  • Write a Report that displays the Object Reference column.