QuoteWerks Knowledgebase Topic (Article ID 5895)
Creating multiple Opportunities in salesforce.com for one Customer
This information applies to :
April 7, 2004
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.
Did not duplicate the original document.
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
©1993-2019 Aspire Technologies, Inc.
407-248-1481 (9am-5pm ET M-F)