Not directly – instead you can:
- Create a copy of an existing order
- Change the company in the copied order
- Delete the existing order
Permission needed:
All users
Available in:
Available for all
Articles in this section
- Q: When we have multiple companies with the same name, in what order are they shown under the search field?
- Why can't I see appointments in my Google Calendar?
- Q: How many characters can a notes-field hold?
- Q: Is it possible to have both Gmail and Office 365 mail active in the same account?
- Q: How do I convert an opportunity to a subscription?
- Q: How many rows can you export at once?
- Q: Why can't I see an opportunity after moving it to the Sales board?
- Q: Can I manually add a person to a segment?
- Q: Can I merge companies in Upsales?
- Q: Can you add a checklist to orders (opportunities at the 100% stage)?