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 Auto add & update Opportunities from Quotes.
 
greg101
12 posts
www.aps-advance.com
Joined
9/13/2007

Auto add & update Opportunities from Quotes.
Posted: 06 Aug 08 4:59 PM

For the site I am working on, every Opportunity is a Quote. It is their sales method.

So if they are to make use of the Opportunity features, pipeline and graphs, they need to create the quote, cost up various products, then basically duplicate some info from the quote header in the Opportunity tab.

One way I can see to get around this would be to attach a trigger to the quote table that pushes data into the opportunity SPs on quote add/update/delete.

Is this a good method to use to achieve this?
Cheers
Greg

Advanced Professional Solutions Limited
support
2098 posts
1st
Joined
1/3/2006

Re: Auto add & update Opportunities from Quotes.
Posted: 06 Aug 08 6:10 PM
You could create a new pipeline that pulls data from the Quotes module instead of the Opportunities module.
greg101
12 posts
www.aps-advance.com
Joined
9/13/2007

Re: Auto add & update Opportunities from Quotes.
Posted: 07 Aug 08 5:34 AM
Could you outline the steps involved?
Advanced Professional Solutions Limited
support
2098 posts
1st
Joined
1/3/2006

Re: Auto add & update Opportunities from Quotes.
Posted: 07 Aug 08 9:40 AM
Start with the MyPipeline.ascx file, copy it to the Quotes folder, then rename everything with Opportunities to Quotes.  Make sure to match the case of the words and also look for the singular word Opportunity.  The same is true for any SQL code that is used.
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