• Contents

Inserting Opportunities into Capsule

Last updated 17/12/2017

Quotes in Cin7 can be inserted into Capsule as Opportunities.

Overview


Quotes that have been created in Cin7 can be inserted into Capsule, in order to track sales values.

Inserting Opportunities


  1. Find the Capsule integration from the left navigation.
  2. Click on the Opportunities Management tab.
  3. Check the quotes you'd like to import.
  4. At the bottom of the page, lick Create Opportunities in Capsule.

See Reference: Capsule and Cin7 Fields Updated Fields for more information on the fields that are inserted.