Creating an Order for an Opportunity
If your Salesforce Administrator has set up the Order for Opportunity Quickstart, you can create an order for an opportunity using the following steps.
To Create an Order for an Opportunity
- Navigate to an Opportunity record in Salesforce
- Click the Conga Contracts for SalesforceOpptyOrderSolution button
- Click Allow if prompted to allow access for Conga Composer
- After the merge completes, you are redirected to the Opportunity record and can view your merged document under Notes & Attachments.
