2
I have a quote with an open opportunity on it.
I have the quote record open and I close it as "Won" The dialog asks if I wish to close opportunities as well.
When it comes up to close the opportunity, it is only giving me the options for closing the opportunity as lost.
Why would the window for closing the opportunity not match the fact that I closed the quote as Won?
Thank you for the response. I forgot that is the behavior of "Close Quote" Your response does answer my question.
I have also found that the ribbon has been customized, so I will need to investigate a little further to see exactly what is being called when the buttons are selected.
Hi,
When you create Order from an "Active" Quote, it asks you if you want to Close Opportunity as well. If you select Yes, it closes Opportunity as "Won". "Creating" order means, Quote is accepted by the customer and you can proceed to the Order. If you "Close" quote, that means you lost that offer.
#1
Daivat Vartak (v-9d...
225
Super User 2025 Season 1
#2
Vahid Ghafarpour
78
Super User 2025 Season 1
#3
Muhammad Shahzad Sh...
72
Share
Report
All responses (
Answers (
