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Updating an Opportunity from a Quote

When a quote is associated with an opportunity, an end user may want to update the opportunity with any new quote information. It is important to keep opportunity information updated with quote information in order to maintain accurate forecasts and charts. When an end user updates the opportunity, information is updated in the Products and Revenues tab.

NOTE:  Before updating an opportunity from a quote, verify that the associated price list is available for the quote. If the price list is not available, the product will be deleted from the opportunity.

To update an opportunity from a quote

1. Navigate to the All Quotes view of the Quotes screen.
2. In the Quotes list, select the quote, click the menu button and then click Update Opportunity.

NOTE:  The Update Opportunity menu option is also available from the menu in the Quote header summary at the top of a quote detail view.