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ReportI have created a Quote in Lead entity, Now on qualification of lead o opportunity, I have to Migrate Quote to opportunity.
Is this possible? if Yes, then How ?
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I have created a Quote in Lead entity, Now on qualification of lead o opportunity, I have to Migrate Quote to opportunity.
Is this possible? if Yes, then How ?
Hi Ashrithan,
You mentioned that you have created a Quote in Lead entity, have you done customization?
In fact, there is no any OOB relationships between Lead and Quote, How do you do it?
But you can create quotes from opportunity(N:1 relationship):
I have to Migrate Quote to opportunity.
So you can update 'opportunity' lookup of the quote record with opportunity that qualified from lead:
No, whatever Quote I have created in lead that has to be migrated to opportunity upon Qualification.
Hi Ashrithan Chary,
I am a little bit confused. You created a quote in the lead entity. What does it mean? Now, on qualification of the lead, you want to create an opportunity. Am I correct?
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