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.
- 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.
