topic Deal Automation & Relationships feasibility check in Tips, Tricks & Best Practices

Deal Automation & Relationships feasibility check

OBetzalel — Mon, 12 Feb 2024 12:00:12 GMT

Hi All, I have some questions:

Can Line Items be copied in Renewal deal using Workflow? (With coding is it possible?)
Is it possible to create a link between Shipping Request (Custom Object) and Deal Line Item (and if there's an option to display fields when selecting the deal line items)?

Thanks!! 😀

Re: Deal Automation & Relationships feasibility check

Jthomas89 — Tue, 13 Feb 2024 03:47:25 GMT

Evrihelp @"Deal Automation & Relationships feasibility check" appears to be a phrase related to business processes or technology. It suggests the evaluation of the feasibility of automating deal processes while maintaining relationships with clients or partners.