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ZIKRA LOBANI 6 convert opportunity to order
Hi,
How I can convert closed opportunity to order OR convert quotation to order ?
I'm using PE , I have tried process builder but it doesn't work !!
How I can convert closed opportunity to order OR convert quotation to order ?
I'm using PE , I have tried process builder but it doesn't work !!
I believe the only way to do this is with Flow, because of the opportunity/quote line items you'll need to perform a loop to iterate through each line item and add it to the order one at a time. I've done it like this in my org with opportunity line items and quotes.
Did you mean flow rules ? it's available in profesional edition !