Create quotes, sales orders, or invoices from Opportunity records in Business Contact Manager

Opportunities help you track your sales process. After you complete a sales cycle, you can create quotes, sales orders, or invoices from your Opportunity records if Business Contact Manager for Outlook is integrated with your accounting system.

Create a quote, sales order, or invoice from an Opportunity record

  1. If you have not already done so, integrate your accounting system with Business Contact Manager for Outlook. For more information about how to integrate your accounting system and Business Contact Manager for Outlook, see Help in your accounting system.

  2. Ensure that the Opportunity record is linked to an Account record.

    How?

    1. In Business Contact Manager for Outlook, on the Business Contact Manager menu, click Opportunities.

    2. Double-click the Opportunity record to open it.

    3. In the Opportunity record, click the Link to button.

      In the Link to an Account or Business Contact dialog box, in the Folder box, Accounts should be displayed. If Accounts is not displayed, click the arrow, and then click Accounts.

    4. Do one of the following:

      • In the Search box, type the name of an existing Account record to find it quickly.

        Click the Account record, click the Link To button to add the Account name to the Link To box, and then click OK.

      • Click New to create a new Account record.

        Complete the Account form, and then click Save & Close. The new Account record is linked to the Opportunity record.

        Note: New Accounts are automatically added to your accounting system as Customers.

  3. In the Opportunity record, in the Options group, click Convert To, and then click Quote, Sales Order, or Invoice.

    For more information about how to complete the Quote, Sales Order, or Invoice forms, see Help in your accounting system.

Note: The preceding features may not be available with your accounting system. For more information, see Help in your accounting system.

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