What you can do
Your AI assistant can link an existing opportunity to an existing quotation for the same customer. The opportunity value comes from the quotation header's net amount, including zero. Prerequisite: the opportunity and the quotation already have the same sales stage and probability. They stay unchanged.
How to proceed
- Identify the opportunity and its quotation, for example: “Link this opportunity to the quotation. Adopt the net value and keep the opportunity's stage.” If several records match, choose the correct ones.
- Review the preview: the opportunity and quotation (by their IDs), the quotation's net value, currency, the opportunity's previous revenue, and the shared stage and probability. The customer is not shown; both records must belong to the same customer anyway.
- Approve the change. Only then does the assistant link the records and read back the result.
If the preview refuses because the opportunity and the quotation have different stages or probabilities, first set the same stage and probability on both records in weclapp, then have the preview created again. The assistant does not change stages itself. If a stage changes unexpectedly after linking, the assistant stops and has the state reviewed.
When linking is supported
The initially supported sales channel is NET1, and both records must use it. The quotation must be the active version and must not be rejected or cancelled. Currency conversion, other channels and changing channels are outside this workflow. An opportunity with another linked quotation, or a quotation belonging to another opportunity, is not automatically reassigned.
A correct existing link is only confirmed. The assistant does not repeat it or silently repair mismatched values.
The feature requires Starter or higher, a full connection profile and the appropriate permissions. Your weclapp permissions still apply. See team and permissions and Review a preview and approve a change.
If the result is uncertain
If the assistant reports a partial change or an unknown outcome, the link may already be saved. Have the records and the reported state reviewed. Do not approve another attempt or simply overwrite the revenue. Decide on any next step only after the outcome has been established.
Pipelines and won opportunities
The assistant can read sales channels, stages and a pipeline's assignments. Pipeline discovery uses an unofficial weclapp endpoint and may be unavailable in your system. It does not change pipeline settings or channel assignments.
A direct opportunity-to-order link is not supported here. No substitute quotation is created for that purpose. Won when the customer places the order; track later go-live on the linked order/project. The link action itself preserves the existing opportunity stage and does not automatically mark it won.