Important: This feature is only available with Saleslogix 6.2/7.0/7.2/7.5, and when saving an ORDER or INVOICE. A quote is converted to an order or invoice using the File -> Convert to Order/Invoice menu in QuoteWerks. |
This option will create a completed opportunity in Saleslogix. The Closed Opportunity will appear in Saleslogix under the Opportunities tab.
This completed sale can originate in several ways. First, if there is an existing sales opportunity for this quote, QuoteWerks will convert that existing sales opportunity into a ‘Closed as Won’ sale. If there is no existing sales opportunity and this option is checked, then QuoteWerks will create a new ‘Closed as Won’ sale. If the ‘Closed as Won’ sale already exists and you have made some changes to the order/invoice, unfortunately, QuoteWerks will not update the ‘Closed as Won’ sale in Saleslogix unless you previously re-opened the opportunity in Saleslogix.