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computersolutions
January 15th, 2018, 10:50 AM
Do we have the ability to move an opportunity to a quote?
thanks

Support Team
January 15th, 2018, 11:33 AM
You can manage one (or more) different Quotes under a Sales Opportunity, look for the Quotes tab under the Opportunity. When you add a new Quote for an Opportunity the Account is filled automatically.