on 03-09-2018 1:54 PM
Dear all,
we would like to set sales quotes to lost automatically after a certain amount of time. There is a workflow that ALMOST works, but the action "set as lost" is not available.
Do you know of any other way to accomplish this?
Thank you and best regards,
Martin
Use workflow rule with Field Update for Field Reason for Rejection. This sets the quote to lost.
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Hi Guenter,
works. Excellent. Thank you!
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