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Barry Wang 11
Generate Order when Stage is set to 'Closed Won'
Hi everyone, I currently want to generate an order and copy the data from Quotes to Order automatically when Stage is set to 'Closed Won' , like the app "Generate Orders", but my edition doesn't support me to install that app. Could anyone tell me how to make that happen? Thanks a lot!!!
If your org's edition doesn't.t support this then you can check with the accounts executive of your company so that you can get upgraded edition which should probably resolve the issue.
One more option you can think of is using a visual workflow which again requires an upgraded edition.
Hope this helps.
Please mark this as solved if it's resolved so that it gets removed from the unanswered queue which results in helping others who are encountering a similar issue.
Best Regards,
Nagendra.