AnsweredAssumed Answered

transfer an opportunity between accounts

Question asked by Vince Tornillo on Jun 2, 2020
Latest reply on Jun 4, 2020 by Vince Tornillo

I recently joined a new company. My predecessor created 2 separate accounts for one company, one for HQ and one for the branch.  I was able to change it to a parent/child relationship using the Membership pane.  I need to move some of the opportunities from the child (branch) account/location to the parent (HQ) account/location. Is this possible w/o recreating the opportunities?


I'm new to SugarCRM and a User  w/o Admin rights.      Thank you in advance!  End UserAdmin opportunites link account sugarcrm 9.3