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Paulbrad

Sage 200 CRM & Opportunities

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Hi There,

When I create an opportunity I can click change and change the company.... unless I have added a quote, even using the CRM quote form. Deleting the quote has no impact on this, I still cannot release the company details to reassign the opportunitiy to another company.

Is there a way around this?

Thanks

Paul

  • 0

    Hi Paul,


    As per your above post, system doesn’t allow changing the company details of an opportunity in order to reassign the same to another company by following the standard functionality. Please correct me if am wrong with my understanding, so that I can provide with appropriate suggestion.

    Regards,
    Dinesh

*Community Hub is the new name for Sage City