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Tips, Tricks & Best Practices

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Create a task when Products/Line Items are missing

解決

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.

Workflows

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Create a task when Products/Line Items are missing

解決

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

元の投稿で解決策を見る

1件の返信

Create a task when Products/Line Items are missing

解決

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

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