How do I Configure Conversion in Opportunities App?

Updated on September 12, 2020 06:30AM by Admin

Opportunities app allows you to convert your opportunities to
  • 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.
Opportunities

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

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

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

Related Links