Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

How do I create an Estimate and link it to the Opportunity record?

< All Topics

Estimates can be created from Opportunities and that automatically assigns it. To do this, go to the Menu and select Opportunities and open the Opportunity in question.

Once here, scroll down to the bottom right to the Actions drop down and choose Create an Estimate.

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.