Hi,
I would like to run this use case :
1/ Create a prospect (a person)
2/ Create a Customer (not active)
3/ Create a Quote Contract
4/ Add New OOS (Installed item) to the contract
5/ Send the quote to the customer for Validation.
Is it possible to define a contract quotation as an opportunity ? (or opportunity are only for sales order)
A sale or installation is not needed, because, the installed item is already on the customer site.
The customer only want a contract quotation to change his current service provider to a new one who will manage the maintenance for installed items.
Thanks and regards
antony
Best answer by Jacques Cormier
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