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:

1. From the Vision Navigation menu, click Proposals > SF330 Proposals.
2. On the toolbar, click New > Create SF330 from Opportunity.
3. On the Opportunities lookup, find the opportunity and click Select. Vision opens a new SF330 proposal, including data from the selected opportunity's record.
4. Enter data in the other blocks on the SF330 form.
5. Save your work.