Automatically fill in information in a quick create deal (opportunity) when a quote is made
Hello,
I would like a help on how to automatically fill out information in the quick create Deal ( we call it opportunity) automatically from the quotes module.
In my company, we usually start with creating a quote, then use the quick create option to create an opportunity.
Some of the information comes from the quote that would be the same information as in the opportunity such as account name, amount (grand total of quote), currency, and sales office. Is there a way that this can be done?