Opportunities app allows you to convert your opportunities to
- Orders
- Estimate
- Invoices
- Projects
Steps to Configure Conversion in Opportunities
- Log in and access the Opportunities app from the universal navigation menu.
- Create new opportunities or select an existing opportunity.
- You can view convert features with options such as Orders, Estimate, Invoices, and Projects.
- You can disable them by customizing the “Conversion” settings.
- Click on the “More(...)” icon and select the “Settings”.
- Click on "Opportunities" dropdown. Select “Conversion” from the left navigation panel. You can view all the objects are in “On” status.
- You can view the Standard and Custom Conversion.
- Slide the “Toggle” button to “Off” for the object you would like to disable.
- You can view “Convert” on the opportunity view page with enabled applications alone as shown in the image below:
Related Links
