Create opportunity
Create opportunity is the row button for making an opportunity from this quote. The button has no form and no flow, so it does not create an opportunity yet.
Process flow
Quote to cash, in catalog order.
- Lead — Raw prospect, joined to an account for qualification into an opportunity.
- Opportunity — Qualified deal linked to an account and a contact, progressing toward quote conversion or a recorded loss.
- Quote — Prospect quotation (QU-) joined to an account and a customer group, convertible to an order once won.
- Order — Confirmed customer sales order (SO-), driving shipping and invoicing.
- Bill Of Landing — Carriage contract (BOL-) through transit.
- Invoice — Customer receivable (INV-), posted against a customer account.
- Bank Payment Match — Link (BPM-) pairing a bank transaction with invoices or bills.
- Reconciliation — Matching record (RC-) pairing ledger entries to bank transactions.
Before you start
- The quote is on Quotes.
How to
Go to Sales → Sales Pipeline → Quotes. Route: sales/sales.quotes-table-with-pivoting.
On the quote row, under Options, Create opportunity is visible. It has no form and no flow. There are no steps until a form is attached.
You should see the row unchanged. No opportunity form opens. An opportunity is the Opportunity document (sales-pipeline/opportunity). A quote can already store Opportunity Id when the opportunity came first.
Check
The quote row is still on Quotes. Create opportunity is still under Options. No new opportunity appears from this button.
If this fails
| What you see | Why | What to do |
|---|---|---|
| No opportunity appears | Create opportunity has no form and no flow | Leave the quote on Quotes. The quote can already point at an opportunity through Opportunity Id. See Quote |