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Status Already exists
Categories CRM App
Created by Guest
Created on Feb 24, 2020

System option to Automatically Create Equipment Items when sold

It would be great to have a system option that enabled automatic creation of equipment items when the opportunity/quote is marked as sold. It would seem sensible for the equipment item to be created if a certain opportunity type is selected, as not all products may need an equipment item created, only for large machinery products. 

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    Andrew Ardron
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    Feb 9, 2021

    This isn't available yet for all integrations, but for some (including Unleashed), Equipment items can be automatically created based on invoices in sales history.