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Convert Opportunity Product to Account Asset (Purchased Product)

edited May 1, 2020 5:44AM in Sales 2 comments

Content

I know that it is possible to manually create an asset on an account but is it possible to automatically convert an Opportunity product to an Asset or Installed Base on the Opportunity's Account record? The end result should allow our users to create SRs for an account where the SR is associated to one of the account's purchased products.

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