Create a copy of the order and then change the stage from Won to Opportunity.
Permission needed:
All users
Available in:
Available for all
Articles in this section
- Upsales Forecasting
- Weekly/monthly quota
- How to use Order Status Log for ERP imports
- How to use recurring revenue models (ARR/MRR)
- How to use the contribution margin sales model
- Sales models in Upsales
- How to export order rows
- How to show only selected custom fields on order rows
- How to create Calculating Fields for orders & opportunities
- How to use a custom Calculating Field as order value