Separating Estimates from one opportunity
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09-07-2023 09:16 AM
At the office level, our service estimator created multiple estimates for one opportunity. The estimates are the same, but for different lot numbers in a mobile home park, so same bill to, but different location. I want to create separate projects for each location based on each estimate, but I can only create one project per opportunity. Can I move the already sold estimates to a different project?
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09-07-2023 06:21 PM
Each estimate needs to be build separately on each location. Estimates and Projects are set at the location level and once sold you create the project per location. They can't be moved to another location.
