How do I Configure Conversion in Opportunities App?

• Orders
• Estimate
• Invoices
• Projects

Steps to Configure Conversion in Opportunities

• Log in and access the Opportunities app from the universal navigation menu.
• Create new opportunities or select an existing opportunity.
• You can view convert features with options such as Orders, Estimate, Invoices, and Projects.

• You can disable them by customizing the “Conversion” settings.
• Click on the “More(...)” icon and select the “Settings”.

• Click on "Opportunities" dropdown. Select “Conversion” from the left navigation panel. You can view all the objects are in “On” status.
• You can view the Standard and Custom Conversion.

• Slide the “Toggle” button to “Off” for the object you would like to disable.

• You can view “Convert” on the opportunity view page with enabled applications alone as shown in the image below:

Related Links

• Order
• Invoice
• Estimate
• Projects