Converting an estimate to an opportunity from the estimates screen

cwellman@wellmanexteriors.net — Tue, 06 Oct 2015 20:11:11 GMT

For my company, an estimate is the same thing as an opportunity. I would like to streamline the process by adding a "convert to opportunity" tab on the estimates screen. I would like for everytime we fill out an estimate, for there to be a tab that allows us to convert that estimate into an opportunity. The current way you have to go to create the opportunity, then go create the estimate, then link the opportunity on the estimates screen. I feel it would save a lot of time if we could just skip creating the opportunity first, and just be able to create the estimate, and at the bottom of th estimate click a button that would convert it to an opportunity.

Inserting a field on the customer and leads tab

cwellman@wellmanexteriors.net — Tue, 06 Oct 2015 20:05:57 GMT

I need to insert a "Title" field underneath the main "contact" on the customer and leads screens. I know you can click on the contact below and edit it and add the title but I would like for my sales people to be able to add the main contacts Title on the main screen.

Search results by user ID 6738

Converting an estimate to an opportunity from the estimates screen

Inserting a field on the customer and leads tab