+1
Under review
Is it possible to merge two opportunities?
Thijs Senten 6 years ago
in Home Portal
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updated by Maciej (XTRF Senior Deployment & Training Specialist) 6 years ago •
1
One of our clients has requested more or less the same thing twice through the Client Portal. Since it's a bit of a complex, long-term project, I'd like to keep everything together.
Is it possible to get both quotes into the same opportunity?
Answer
Answer
Under review
It is not possible to merge two opportunities for two separate requests, regardless of their origin.
The only way to treat two offers as options of the same request is by starting from Opportunity and duplicating Offers within it.
Customer support service by UserEcho
It is not possible to merge two opportunities for two separate requests, regardless of their origin.
The only way to treat two offers as options of the same request is by starting from Opportunity and duplicating Offers within it.