Skip to Main Content
Product Suggestions
Status Shipped
Created by Guest
Created on Jun 6, 2018
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit PS365-I-56 Prompt/Automate change Opportunity Status when Confirming an Order.

When you confirm an order it should push you to update the lead Merged

We have had this a lot recently. I think the one page order confirmation will sort this but I wanted to log this as a separate idea. When you confirm an order you should be able to set rules of what should be updated and prompt for these e.g. we need to update status, guttometer, estimated close date. These could be automatically updated on the confirmation of an order but would be best to get the user to check these and confirm.