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Opportunity, Quote & Sales Order Defined
Opportunity, Quote & Sales Order Defined

Understand when to use an Opportunity, Quote or Sales Order and what their main differences are.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Within the CRM there are three records that can be utilised during the Sales Opportunity process:

  1. Opportunities


  3. Sales Orders

The type of record you use during your Sales Opportunity process will depend on the type of sale you're making. 

The table below determines what type of Sales Opportunity process suits each type of record, to help determine which record you should be using to manage your sale opportunity:

To help you understand the type of information you can log on each of these sales opportunities, we've provided a comparison table of these below: 

Please find further articles on how to create each of these records: 

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