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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.

Hi @jwalsh  
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 @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. 


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