Sales Opportunity Product Lines to Account Equipment List

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Posted on 3 Jan 2018 06:34:16 by Brian Halstead

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Hi,

We are currently using the product line items within every opportunity for a sale. This is working great and allows us to quote and calculate sales revenue really easily.

Once an opportunity is won, and the account becomes a customer I want to populate the Account > 'Common' > Equipment area with a list of all the items purchased from that opportunity and subsequent opportunities.

Any help would be greatly appreciated as this is one of the main actions I was expecting to be fairly easy.

Brian

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