Workflow for Client Type when Approved | Voters | D-Tools System Integrator

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Workflow for Client Type when Approved

T

Tony Talluto

When a proposal is Approved, the client type should automatically change from lead or prospect to Client. right now we have to do this manually.

October 19, 2023

K

Kevin Frye

Tony Talluto What you are asking for is exactly how it works already. See this one minute video that shows it happen: https://dtools-my.sharepoint.com/:v:/g/personal/kevinf_d-tools_com/Ea1aAPf5aKxBlySb2jGSHhoBD_mmTHl3HQKi3HQ3IA3ggg?e=epRM5Z

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