Details about this thread
  • State Not Answered
  • Replies 3 replies
  • Subscribers 295 subscribers
  • Views 1223 views
  • Users 0 members are here
Related content from around SugarClub

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

Parents
  • 0

    There is a very simple solution to your problem. With a Kanban boards view, you can simply drag and drop your opportunities and other modules between accounts, assignees etc. RT SugarBoards is a simple plug-in that adds immeasurable ease to the whole process of transferring records between modules. You can filter through the records with the native SugarCRM filter, and then simply drag and drop the required opportunities from one account to another. For more information, please visit our website.

Reply
  • 0

    There is a very simple solution to your problem. With a Kanban boards view, you can simply drag and drop your opportunities and other modules between accounts, assignees etc. RT SugarBoards is a simple plug-in that adds immeasurable ease to the whole process of transferring records between modules. You can filter through the records with the native SugarCRM filter, and then simply drag and drop the required opportunities from one account to another. For more information, please visit our website.

Children
No Data