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
- Q: Can I send contracts and offer documents through Upsales?
- Q: Can Revenue Recognition generate multiple invoices for the same deal?
- Q: Is it possible to sub-invoice from Upsales to PE-accounting? Example 50% of the full amount at sign and the next X days later from one opportunity?
- 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 row