CRM

Dear Community, I cannot convert a sales quote to a Sales order. The convert option is grayed out. Sales Quote Status is approved Business account is extended as Customer Am i missing any steps? 

It doesn’t happen very often, but a few times users have hit the delete button at the top header of an opportunity when they were just trying to delete a detail line of the opportunity.  When this happens ,the opportunity is deleted along with all the tracked activities, quotes etc.  There is no message that says “Do you want to delete this opportunity?”.  It would be great if a warning or message could be added as a reminder to warn the user they are deleting the opportunity.  Or even to have a checkbox added to the preferences window where users could select to display warnings before deleting opportunities.

Hi all, When a user put a case in customer portal, it is not displayed in “Open Cases” in customer portal. Could you please let me know that how it is setup to show “Open Cases” in customer portal? Thank you.

Good morning!When i convert a sales quote int he CRM to a sales order, it assigns the wrong branch. Is there a setting somewhere that i can manage this through? the sales quote in the CRM does not have the option to choose a branch so when it is converted i guess it just automatically defaults to our ABC branch? I feel like i am just missing a setting somewhere but i have looked and can not figure out where it would be. Any help is much appreciated :) Thanks in advance!