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Create an Order from the Sales Center

Written by Chaturi Wijesundera

Published: 01/26/2016

When reviewing your forecasts in the Sales Center, you can not only click any text highlighted in blue, but you can create an order for any forecasted opportunity. This generated order will automatically be associated with the company it was created for.

Once it’s associated with the opportunity, it will change from forecast to pending order in your pipeline.

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