CRM

Edyta7510
Orientador(a)

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

0 Avaliação positiva
1 Resposta 1
TiphaineCuisset
Gerente da Comunidade
Gerente da Comunidade

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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