May 12, 2017 12:33 PM
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Solved! Go to Solution.
May 12, 2017 1:08 PM
Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.
May 12, 2017 1:30 PM
Mar 22, 2022 11:57 AM
Hello AMah, we understand your thoughts. I wanted to share with you that this app was made from scratch and is stored in our server that generates a monthly cost. We provide the manual duplication for free, the purchase is only when you require automated duplication.