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Estimate > Opportunity > Sales Order Saved Search

in Ask A Guru 5 comments

Hello Team,

We need to create a Saved Search with the following fields:

The Project record is the standard field on the SO's main line.

I am thinking of creating an Opportunity Saved Search to get the EST it was created from and the SO created for it. However, I will not be able to capture those Estimates without Opportunity yet.

Kindly help please. Thank you!

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