You can create a new business opportunity or opportunity lines on an existing opportunity, for a customer and the selection of deliverable lines related to versions included. In the Versions section, select the version and click Create Business Opportunity. The business opportunity is an object that can retrieve the result of the estimate process. From the opportunity it is possible to proceed in the process of quoting the customers connected to the estimate. A pegging is established between the deliverable lines once corresponding opportunity lines are created.
This activity requires that;
As a result of this activity, a new business opportunity and/or opportunity lines are created based on the deliverable lines related to the version(s) included for the customer in focus.