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Use the opportunity tab to prfill contract.

New Member
Posts: 3
Country: United States

Use the opportunity tab to prfill contract.

I work in the hospitality industry.  I would like to be able to create a blank contract.  I have customized the user fields in the opportunity tab.  I can then create a quote.  I have modified the quote template to serve my purpose.  However, once they say they want to book the facility, then I cannot import the information to a contract.  Is there a way to have the opportunity user fields copy themselves into the contact fields.  Perhaps a macro or something.
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Use the opportunity tab to prfill contract.

Unfortunately there are no built-in options that allow for copying Opportunity fields to Contact fields (other than manual Copy/Paste).  There may be an add-on that will perform this function, here is a link to a list of add-ons: Act! add-ons.
Greg Martin
Sage
Bronze Contributor
Posts: 1,393
Country: USA

Re: Use the opportunity tab to prfill contract.

Have you tried building an Excel Template and use the "Map To Excel" feature of opportunities?

John Purdy
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