Account to Opportunity squirrel 10/16/2008 7:59:00 PM Other CRMs that I have used allow me to easily click a button on an account record to create an opportunity for that account. I have not found anything like this here. It seems that all the information in an account needs to be re-entered into an opportunity. Is this correct, and if so it seems like it's a lot of wasted time with double entry.

Re: Account to Opportunity "Tango91a" <tango91a[ at ]yahoo.com> 10/17/2008 8:55:27 PM Right click on the account Select Create.. Select "New Opportunity for Account" "squirrel" <squirrel[ at ]discussions.microsoft.com> wrote in message news:F201B24A-05E6-49CE-A1B1-783879FFD580[ at ]microsoft.com... [Quoted Text] > Other CRMs that I have used allow me to easily click a button on an > account > record to create an opportunity for that account. I have not found > anything > like this here. It seems that all the information in an account needs to > be > re-entered into an opportunity. Is this correct, and if so it seems like > it's > a lot of wasted time with double entry. > > > --- > avast! Antivirus: Inbound message clean. > Virus Database (VPS): 081017-0, 10/17/2008 > Tested on: 10/17/2008 4:51:48 PM > avast! - copyright (c) 1988-2008 ALWIL Software. > http://www.avast.com > > >