Merge an Opportunity with a Repair Order or Opportunity

When estimates and assignments come in to RepairCenter, they appear on the List View tab as opportunities. You can merge these opportunities with another opportunity or with a repair order.

Note: Only the original estimate can be merged with a repair order. All other imports into the same repair order are considered supplements. To learn how to merge a supplement with a repair order, see Supplements.

How to

Related Topics Link IconRelated topics