If I create an opportunity listing an amount of $100, then create an estimate for $200 and attach it to the opportunity, does it have any effect on the opportunity amount, or visa versa? I'm not showing that it does, but I'm also using an outdated screen.
My real question is: How do the amounts from Estimates & Opportunities relate to each other, if at all?
Assuming they are unrelated, as it appears, is there any other way to account for a discrepancy between the two? Currently, if I want an accurate picture in my pipeline, I need to update the opportunity amount field if it changes while preparing/creating an estimate. Although, maybe that's intentional, because the opportunity stage needs to be updated as well?
Ideally, after I create an estimate and assign an opportunity, I'd like the opportunity to reflect the estimate amount. Is that a built in function in newer screens, or possible for me to set up through customization?
Another option would be to create an estimate directly from an opportunity, but that seems like a lot more work.