is it possible to create an activity automatically when a quote is marked as "sent"?
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is it possible to create an activity automatically when a quote is marked as "sent"?
Yes Melanie,
You can achieve this way.
create automation rules like this way
You can trigger this action based on state add trigger field state like below
Thanks.
thanks for your answer
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Üye Olİlgili Gönderiler | Cevaplar | Görünümler | Aktivite | |
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4
Eki 25
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2821 | ||
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2
Eyl 25
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1779 | ||
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4
Eyl 25
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6878 | ||
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0
Ağu 25
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861 | ||
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4
May 25
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3530 |