Hi guys,
Is there a way to link an already created sales order in the sales module (because some of my sellers forget to create them inside the CRM opportunity section) to an existing opportunity?
thanks for your help!
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Hi @Fernando Cordero,
Attached screenshot for your reference where you can update the opportunity.
Hi @Fernando Cordero,
Yes there is a way and we can do that by below steps:
1. Need to Activate the developer mode from the General Settings.
2. Open related Sales Quotation/Order and edit the record.
3. In that 'Other Info' tab, Tracking section and you will find Opportunity field where you can select and mapped the specific Opportunity.
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