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Vipin K 10
Quote Status should auto set to 'presented' once Email Quote is sent
Hi All,
I have an requirement where i need to set the quote status to 'presented' automatically once the quote pdf is generated and sent via email to customer. how can this be done?
I have an requirement where i need to set the quote status to 'presented' automatically once the quote pdf is generated and sent via email to customer. how can this be done?
buggs sfdc
Workflow rule with Send email action
Vershley Joyejob
Workflow - Process Builder may be the answer to your question!