İçereği Atla
Menü
Bu soru işaretlendi
200 Görünümler

Are the following automated actions possible and if so, how can I set it up?


  1. After an opportunity is created in the CRM module, create a a scheduled activity with activity type email due in 7 days.
  2. For opportunities linked to a quote, once the quote is confirmed and converted to a sales order, move the opportunity stage to Won.
Avatar
Vazgeç