Update a Deal when a quote is signed | Voters

Update a Deal when a quote is signed

complete

Ben Francis

I'd like to store the date when a quote is completed on the Deal record so I can use this for reporting and workflow triggering.

Ryan Huff

Ah. You're right -- no timeline event on signed. We can add that.

Ryan Huff

marked this post as

complete

There’s a timeline event added to the deal when a quote is approved/published. You can trigger workflows off of that.