Insert opportunities into Capsule

Insert opportunities into Capsule


Quotes in Cin7 Omni can be inserted into Capsule as Opportunities.

Quotes that have been created in Cin7 Omni can be inserted into Capsule, in order to track sales values.

Insert opportunities

  1. Find the Capsule integration from the left navigation.

  2. Select the Opportunities Management tab.

  3. Check the quotes you'd like to import.

  4. At the bottom of the page, select Create Opportunities in Capsule.

See Reference: Capsule and Cin7 Omni Fields  Updated Fields for more information on the fields that are inserted.

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