it seems that only by adding products through the opportunity itself does the revenue total make it through as projected revenue in the pipelines…
there are 2 issues with this as far as i can see at the moment (new system)
i have to do everything twice - build the opportunity and build a quote to send to the customer
but i cannot then add a discount in the opportunity as a percentage.
The quote works well - but not adding products through the opportunity.
i can just put the total in the opportunity, but am i missing something?
surely the best thing would be to build a quote within the opportunity, which is then able to be sent to the customer so they can accept online.
Have i got this wrong - there’s nothing in the help sections about this - any help gratefully received.