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Opportunities for other requests

Requests that reach Mercura by e-mail or another channel can also get their Quote in Salesforce, as long as their customer comes from Salesforce. On export, the user picks an open Opportunity of the customer's Account or lets Mercura create a new one. For new Opportunities you set the stage and the close date (days after export); Mercura names any required fields of your org that still need a value. The Opportunity is named after the request.

Data flows from Mercura to Salesforce.