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Can I link opportunities to contracts?

Anonymous

Posted: 10 March 2011 04:09 PM Report

Can I link opportunities to contracts?

Posted by: Support on 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

 

Support

Posted: 10 March 2011 04:21 PM Report

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