You cannot move an opportunity or order to a different company. However, you can create a copy of the existing order for Company X.
When editing the copied order, select Company Y.
Then you can delete the order for Company X.
Permission needed:
All users
Avaliable in plan:
All Upsales plans
Articles in this section
- I only see the Sales and Analytics tabs in Upsales. Why can't I see the Marketing tab as well?
- Can I move an opportunity created for Company X to Company Y?
- What happens to my existing sales if I change a product price?
- How do I delete an opportunity or order?
- Why can’t my team members see sales on a company?
- Why can’t the team leader delete an order that a team member created?
- Can I change the currency for an opportunity or order?
- How do I indicate the purchased cost?
- How do I view the contribution margin for orders?
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