RangerMSP Business Automation for successful ITs


Go Back   RangerMSP Forums > RangerMSP Software Discussion Forum (CCRM)
Reload this Page Move Opportunity to quote

Thread Tools Search this Thread
 
January 15th, 2018, 10:50 AM
computersolutions
 
Posts: 43
Do we have the ability to move an opportunity to a quote?
thanks
 
January 15th, 2018, 11:33 AM
Support Team
 
Posts: 7,515
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.
Reply

« Previous Thread | Next Thread »




All times are GMT -6. The time now is 04:40 PM.

Company

RangerMSP

Support

Connect

Free Trial Download
 
 
 
 
 

Copyright © 2003-2021, Ranger MSP Limited
All Rights Reserved. Legal Terms & Policies

Archive - Top    

RangerMSP - A PSA software designed for MSPs and IT Services Providers
Forum Software Powered by vBulletin® Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.