Can I link opportunities to contracts?
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Can I link opportunities to contracts?
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
Knowledge Base
- February 2011 Release
- Using Contracts with Cases
- Displaying & Adding Contracts
- Contract Management
- Introduction to Transaction Documents
- Introduction to Opportunities
- Introduction to Leads
- Transaction Documents Fields Help
- Opportunity Line Items
- Opportunity Relationships
- Adjusting Forecasts
- Included Forecasts
- Sales Forecasts
- Workbooks Outlook Connector

Posted by: Support on Thu, 10/03/2011 - 16:21 permalink
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: