Setting opportunity update settings
- Select the Opportunity update settings tab.
- Select Update opportunity to enable opportunity update.
- Select Update opportunity with quotation value in status order to enable updating of opportunity.
- Select the opportunity field from the list.
-
In the Update opportunity field 'Total' with quotations in selected statuses
section, select a status in the Available statuses column.
Click the right arrow to move the selected status to the Selected statuses column.
- Click Save.