Is there a way to attach an existing contract to an opportunity at the time of closing the opportunity? For both the related lists of the Opportunity and Contracts related lists for the other, there is only the option of creating a new record. Ideally users would be able to add records and select an existing contract (or vice verse, an opportunity on a contract). We want there to be a master contract that can have multiple related opportunities
#Salesforce CPQ & Billing
3 Antworten
Same here, I think we need some more details about the process and current architecture. It should be possible, maybe you need a junction object to link contracts with opportunites or the other way around.
