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transfer an opportunity between accounts

Vince Tornillo

I recently joined a new company. My predecessor created 2 separate accounts for one company, one for HQ and one for the branch.  I was able to change it to a parent/child relationship using the Membership pane.  I need to move some of the opportunities from the child (branch) account/location to the parent (HQ) account/location. Is this possible w/o recreating the opportunities?

I'm new to SugarCRM and a User  w/o Admin rights.      Thank you in advance!  ExploreExplore opportunites link account sugarcrm 9.3

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    Hi Vince Tornillo

    You can transfer a set of opportunities in the following way:

    • Navigate to Opportunities list view
    • Use Filter to select opportunities from child company (add filter by press "Create" button)
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  
    • Check all opportunities you would like to transfer by set check-boxes in the left column 
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  
    • Use "Mass Update" to change Account Name to all selected opportunities (select from the drop-down in the left of the line of column names) 
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

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  • 0

    Hi Vince Tornillo

    You can transfer a set of opportunities in the following way:

    • Navigate to Opportunities list view
    • Use Filter to select opportunities from child company (add filter by press "Create" button)
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  
    • Check all opportunities you would like to transfer by set check-boxes in the left column 
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  
    • Use "Mass Update" to change Account Name to all selected opportunities (select from the drop-down in the left of the line of column names) 
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  
     {SugarClub Administrator Edit: We're sorry, but this image is no longer available}  

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

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