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QuoteWerks Knowledgebase Topic (Article ID 5895)

Creating multiple Opportunities in salesforce.com for one Customer

This information applies to :

Article ID
5895

Created/Updated
April 7, 2004

Category
salesforce.com


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Issue:
Customer saves a quote and creates a new opportunity in salesforce.com. He would then makes changes to the quote and does a File Save As. This assigns a new quote number, however, it still linked the new quote to the same opportunity in salesforce.com. The customer wanted to create a new opportunity based on his changes.

Cause:
Did not duplicate the original document.

Solution:
Instead of doing a File Save as, you must open the original quote, do a File Duplicate, make your changes, then save. QuoteWerks will then create a new opportunity in salesforce.com

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