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Automatically convert sales opportunity to a service contract

  • 8 November 2022
  • 3 replies
  • 116 views
J
Rank

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.

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Best answer by Anacarina Calvo 8 November 2022, 15:46

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Anacarina Calvo
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Userlevel 6
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Hi @jwalsh  
We do not have this option at the moment. Here is the idea to include it on the system
 

 

J
Rank

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?

Chris Hackett
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Userlevel 7
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Hi @jwalsh - it appears the login profile you used to sign into the community wasn’t attached to your business account. I have attached and you should be able to access when you login next. 

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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