Integrarte CRM & Books/Invoices at Quote/SO level rather than potential
Current,y Opportunities are synced to create invoice/estimate through Trigger. However, there is no point as there is no detail on it - so I suggest you do it at Quote and/or Sales Order level. This keeps sales out of books or won't require them to start quoting through books/invoices.
JJ Smal shared this idea
Alexandra Ross commented
http://guidesformarketingautomation.com - CRM Solutions
I don't understand why in the world the Potential information would be synced and not the quotation information??