Create an SF330 from an Opportunity
You can create a new SF330 proposal based on an opportunity record. The opportunity record does not contain all of the information you need to fill out an SF330 form. If necessary, you can change the opportunity data in an SF330 proposal.
To create a new SF330 proposal from an opportunity, complete the following steps:
- From the Ajera CRM Navigation menu, click .
- On the toolbar, click .
- On the Opportunities lookup, find the opportunity and click Select. Ajera CRM opens a new SF330 proposal, including data from the selected opportunity's record.
- Enter data in the other blocks on the SF330 form.
- Save your work.