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Edyta7510

‎Jul 20, 2021 10:05 AM

Top Contributor

Workflow for deals with 2 line items /tracking history on line items

Hi, 

I have 2 very specific questions: 

1. How can I set workflow enrollment triggers for deals that have more than 1 line item? 

2. How can I track history for product line items? Like we are able to do for deal properties. 

 

Thanks!

Edyta

CRM Deals Enterprise Sales
0 Upvotes
1 Reply 1
TiphaineCuisset
Community Manager

‎Jul 21, 2021 6:33 AM - edited ‎Jul 21, 2021 6:34 AM

Community Manager

Workflow for deals with 2 line items /tracking history on line items

Hi @Edyta7510 

 

Thank you for reaching out

 

I want to tag some of our experts here - @Bruno_Teixeira @Kevin-C @rikkilear do you have any toughts for @Edyta7510 on this? 

 

Thank you!

Best

Tiphaine


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Workflow for deals with 2 line items /tracking history on line items
Sales
Jul 21, 2021