Thanks Ethan for the update. I'm glad to hear about workflow capability to influence deal lines. I assume then we can apply logic to apply our own...Leia mais
Hello,I’m trying to set a UNIT Price on the line of a Deal based on a customers pricing level via a workflow so someone doesn’t have to manually input 1 of 6 price levels. I can trigger off the Line object but can’t copy or set a property within th Leia mais
Currently the quote number is read-only which doesn't give us the ability to change the structure or update with a workflow. Quote number example = Quote number: 20211008-002352535 😥 The current quote is extensive in length and is cre Leia mais
Saqueador (Realçar para ler) Easy recomendation to make Configured Products section that much cooler. Easy recomendation to make Configured Products section that much cooler. Hello, I'm really hoping this post gets some attention wit Leia mais
Hello,I’m trying to set a UNIT Price on the line of a Deal based on a customers pricing level via a workflow so someone doesn’t have to manually input 1 of 6 price levels. I can trigger off the Line object but can’t copy or set a property within th Leia mais
Currently the quote number is read-only which doesn't give us the ability to change the structure or update with a workflow. Quote number example = Quote number: 20211008-002352535 😥 The current quote is extensive in length and is cre Leia mais