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Search for Successful Quotes/Estimates

edited Jan 3, 2020 12:30AM in Search / Reporting

We generate quotes to customers, and our sales team has asked for a saved search that measures the success rate of these quotes.

If a user creates a Sales Order from the Quote, it's simple to create this search, based on the 'Created From' transaction.

What I'm struggling with is: when the user manually creates a Sales Order, for a quoted item... there's no link between the Quote and Sales Order transactions.  It's still a successful quote, but not traceable.

For example, Customer X gets Quote Q-123 for Item ABC.  They place an order for ABC, and our salesman manually enters Sales Order

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