Is it possible to convert sales opportunities to service contracts? It is possible to create service orders, but I don’t know how to do the same with service contracts. This would save our team 2-3 minutes per contract on 1,000’s of new contracts per year.
Solved
Automatically convert sales opportunity to a service contract
Best answer by Anacarina Calvo
Hi
We do not have this option at the moment. Here is the idea to include it on the system
+4Hi
We do not have this option at the moment. Here is the idea to include it on the system
Thanks for the quick response Anacarina, when I follow that link, I receive a message saying “ You might not be allowed to view this area. Please contact the Community Team if you require access to this area.”; is it possible for me to get access to this idea?
Hi
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