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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
This option allows you to exclude all Opportunities with selected Stage names from the searchable dropdown list when creating Quotes in Magento.
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
set “Enable B2B Quote Synchronization“ option to “No“
Select Opportunities Stages names in the “Opportunity Stage Filter“ you want to exclude
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go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Select - View” link on created quote
Select the “Existing” radio button under the “Opportunity“ section
start typing opportunity name
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Minimum Search Length
This option allows you to set up the minimum number of characters required to start a search Opportunities in the searchable dropdown list when creating Quotes in Magento
go to Magento Admin panel - Salesforce (sidebar menu) - Negotiable Quotes - Negotiable Quotes tab
Type number of characters in “Minimum Search Length“ field
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go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote
Click on the “Select - View” link on created quote
Select the “Existing” radio button under the “Opportunity“ section
Click on the search field
Enable Contact Roles
Opportunity Customer Role
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