Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • go to Magento Admin panel - Sales - Quotes - scroll to the newly created quote

  • Click on the “Salesforce Opportunity ID“ link

...

Record type

This option allows you to select one of two Opportunity record type:

  • Abandoned Cart

  • Shopping Cart

But for Negotiable Quote, you can create new Record type (for Example “Negotiable Quote“)

...

For this do next:

  • Go to Salesforce - Gears button - click Setup

  • type “record type“ into the Search Setup field

  • Click on the “Opportunity Record Type“ item in the Search list

...

  • Click on the “Record Types“ tab

  • Create a new Record Type

...

Close After

The “Close After” option allows you to set the number of days needed to close the Opportunity

...

Page Properties
hiddentrue

Related issues