By enabling this option, every time you create a quote, you must assign it to an Opportunity, and it cannot be moved to another Opportunity.
Therefore, if this model does not make sense for your agency, it is recommended to keep this option disabled!
STEP 1 - Access
Click on the Profile Picture Icon in the upper-right corner > Settings > Profile.
STEP 2 - Enable / Disable Opportunities
Below the question: "Organize by Opportunity?", click to enable or disable.
When you enable Opportunities, a new tool will be added to the “Quotes” tab.
In this tab, you will see a list of the Opportunities you have created.
Additionally, when accessing a Student's Profile, you will see the quotes organized by Opportunity.
If you still have questions, please contact support or reach out via WhatsApp.