Create a task when Products/Line Items are missing

[mikekrkljus]

I'm trying to create a workflow to notify our sales reps when they have a deal where no Products/Line items have been added.  Can't seem to get it to work.

[DarianVretenar · Accepted solution]

Hi @mikekrkljus 

there's a deal property called 'Total contract value' which is known only when there's a Line Item or Quoute added to deal. 

You can use that property in a Workflow:

Let me know what you think or if you need help, here!

Kind regards,

Darian Vretenar