Creating the First Sales Order for a Potential
When the potential places the first sales order, you can create that Sales Order by click on the "Create Sales Order" button for that potential. This will bring up a Sales Order with the Potential and associated Account fields already selected. Enter the remaining information and click "Save" to complete the Sales Order.
![](https://files.readme.io/dc89f233ec08552c5cbd9f3f2dbf6330edf60b812e62f153fd4dfaed1cf57f05-create-so-1.jpg)
![](https://files.readme.io/7d0d570d1c046bd687dbb570a70656187f7a55f658323f6a55968eed042e2b75-create-so-2.jpg)
![](https://files.readme.io/adad2795f690074e754d47151507723fef9137aaf41e980531731689d8637edb-create-so-3.jpg)
Updated 20 days ago