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Opportunity Won - Products

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edited Sep 26, 2017 2:29PM in Sales 4 comments

Summary

Opportunity Won - Products

Content

Hi all,

I tested creating an opportunity associating an account. Associating a Product Group and winning the Opportunity.

In the Account I do not see, tab “Assets”, the Product won in the Opportunity. Should it be seen?

Another question: A "Prospects" Account when you win an Opportunity, should not automatically be changed to "Customer"?. In this screenshot example I changed it manually.

Thank you and regards,

Herno

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