Tips, Tricks & Best Practices

mikekrkljus
Member

Create a task when Products/Line Items are missing

SOLVE

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.

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DarianVretenar
Solution
Participant | Gold Partner
Participant | Gold Partner

Create a task when Products/Line Items are missing

SOLVE

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:

DarianVretenar_0-1645002617951.png

 

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

 

Kind regards,

Darian Vretenar

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1 Reply 1
DarianVretenar
Solution
Participant | Gold Partner
Participant | Gold Partner

Create a task when Products/Line Items are missing

SOLVE

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:

DarianVretenar_0-1645002617951.png

 

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

 

Kind regards,

Darian Vretenar