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As title states. Our users have created interactions but from those they need to convert/add an opportunity.
is this possible? i just took over the duties of this system so still learning the ropes
looked in interactions and found create a task but thats it
thanks in advance.
When creating an interaction, you can create an Opportunity like this:
After creating an interaction, you can also create an opportunity:
Maybe you can be more precise of what is not working so I can deep dive into this?
Hey Marco - this is perfect. Just me not looking in the right spots. Thanks for your help!
Great to hear, thanks!
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