When you're saving a document, the “Create/Update Sales Opportunity” checkbox will appear on the Save window.

This option will create or update an HaloPSA opportunity or attach to an existing opportunity in HaloPSA.

Once you have pressed the [OK] button from the File -> Save window, the “Create/Update HaloPSA Opportunity” window will appear, enabling you to enter or adjust information about the opportunity such as the Opportunity Name, Owner, Stage, Status, Description, Create Date, Projected Close Date, Probability %, Rating and the Promotion Name.  Additionally, if a PO Number has been added to the Sale Info tab in QuoteWerks, that PO number will flow over to the HaloPSA PO Number field in the HaloPSA quote.

The Opportunity Description field is also available if you need to provide more context and information about this opportunity in HaloPSA.

The Opportunity drop down will contain a list of all existing HaloPSA opportunities associated with the HaloPSA contact record on the Sold To / Ship To tab in QuoteWerks. If you have not already created a new opportunity for this quote, here you can select an existing opportunity to update with the current quote’s information.  

 
You can also click on the button to launch the HaloPSA opportunity you are linking to.

Once the opportunity has been created, an Auto-Link will appear on the Links tab in QuoteWerks for that document as well as the HaloPSA Quote (if you have checked that checkbox).

Unlink Opportunity

If you accidentally attached a quote to the wrong opportunity in HaloPSA, you can use the button to remove the link. All entries relating to the QuoteWerks Quote will be removed from the HaloPSA opportunity. This button will only be displayed when updating an existing opportunity, so if you realize you made a mistake, choose to update the opportunity, and then at that point, use this button to unlink it.

QuoteWerks claims ownership of HaloPSA opportunities that were created or updated from within QuoteWerks. It is not recommended that you manually make changes to the opportunity from within HaloPSA as these changes may be overwritten by QuoteWerks when QuoteWerks is updating the HaloPSA opportunity.