Can I keep the opportunity details after creating an estimate?

• Related Articles

• Do I have to create an estimate before creating a bid package?

  Yes, it is important to create an Estimate before creating a Bid Package.

• When does it make sense to use the Opportunity record?

  Every construction company handles multiple Projects at a time. A project has numerous details like the budget amount, start dates, sales date and Estimates that need to be tracked. As a project, you have the option to do it in the system. Sometimes, ...

• How do I remove a Project from being displayed after being Completed but still keep all the details for historical reference?

  To remove a Project from the list view but still keep all the details for history, please go to the Menu, select Projects and locate the Project you wish to Archive. Preview the project, and scroll down to the bottom right to the Actions drop down ...

• How to get all Opportunity line items to Estimate and SOV?

  To get line items to Estimates, an Estimate needs to be created. To create one, go to the Menu and choose Opportunities and pick the one you need to create an Estimate for. Once here, scroll down to the bottom to the Actions drop down on the right ...

• How do I create an Estimate and link it to the Opportunity record?

  Estimates can be created from Opportunities and that automatically assigns it. To do this, go to the Menu and select Opportunities and open the Opportunity in question. Once here, scroll down to the bottom right to the Actions drop down and choose ...