Netsuite: Adding an opportunity to a document
You can connect a Netsuite opportunity to a Conga Collaborate document by following these steps:
- From your Conga Collaborate document, click the Properties tab in the Document Information panel.
- Scroll down to Netsuite Opportunity and click Search.
- Find the name of your Opportunity and select it.
- Click Assign.
If you update a Netsuite Opportunity and want your Conga Collaborate documents to reflect the changes, select Variables from your Document Information panel and click Refresh Variables.
