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or click the “Select - View“ action on the quote record
Click the “Salesforce Sync“ button
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Default Owner
This default owner will be assigned to the Salesforce Opportunity and the Salesforce Quote when created
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Expand the “Default Owner“ drop-down list and choose an owner
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go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
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Close After
The “Close After” option allows you to set the number of days needed to close the Opportunity
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Set the “Close After“ option to “10“
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go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
As a result, “Close date“ is on 10 days after the Opportunity creation date
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Default Opportunity Status
This option allows you to choose Opportunity Stage Name when the checkout process begins
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “Yes“
Click on the “Default Opportunity Status” drop-down list
Select Opportunity Status
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go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Salesforce Opportunity ID“ link
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Opportunity Stage Filter
Minimum Search Length
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