Anyone know if it is possible to alter a loss to win or is it unchangeable?
Have you tried to create a Sales Order from the Quote?
Cant showing loss…
Try Action>>Quote>>Reopen Quote
Was not closed just lost… They deleted the order…
You can go into Order Entry and pull the quote to the order by Actions / Get Opportunity Quote.
Joe
@CSmith Try this: You will need to reopen the Quote. Then go to the Header tab and then to the Conclusion tab. Click the radio button from Lose to Win:
I know I’ve done this before but I can’t remember how I did it. It has been over a year ago.
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Happy to help!