Opportunity / Quote Entry

Anyone know if it is possible to alter a loss to win or is it unchangeable?

Have you tried to create a Sales Order from the Quote?

Cant showing loss…

Try Action>>Quote>>Reopen Quote

Was not closed just lost… They deleted the order…

You can go into Order Entry and pull the quote to the order by Actions / Get Opportunity Quote.


@CSmith Try this: You will need to reopen the Quote. Then go to the Header tab and then to the Conclusion tab. Click the radio button from Lose to Win:

I know I’ve done this before but I can’t remember how I did it. It has been over a year ago.


Thanks @Beth!!!

Happy to help!