In addition to creating opportunities within the customer record it is also possible to create new opportunities based on an existing customer service asset or link an existing opportunity to the asset. 

To do this follow these simple steps:

1. Open the customer record 

2. Select the  tab to view all assets 

3. Open the appropriate base category e.g. Tariffs (this will vary depending on your instance) 

4. Select the appropriate service asset(s) that you want to create an opportunity for by ticking the check box beside the service asset(s)

5. Press 

6. The Create Opportunity with Services window will now populate. Please note, that in case the service asset is already linked with another open opportunity, you will be warned by the message in the top right corner, as per the animation below.

Once you're here, you are also able to see the amount of the opportunities linked with the asset in the Opp Links column. To see the list of those opportunities, simply hover above the number in the column. You will be presented with the list of all linked opportunities which are currently in New, In Progress or On Hold status. If you want to access one of the opportunities from the list, just click on its title, and you will be taken straight to the opportunity record:

Users now have two options which are to link to an existing opportunity or to create a new opportunity.

Linking to an existing opportunity:

Users can link their assets to an existing opportunity:

Creating a new opportunity:

To create a new opportunity for your service based assets simply click to create a new opportunity and your opportunity as you usually would, once completed the assets will then be linked to the opportunity.

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Author: Natasha Cox