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Status Already exists
Categories Automation
Created by Guest
Created on Jun 8, 2023

Option to update Opportunity Value based on latest quote value

this will help to improve the accuracy of the future pipeline without having to rely on manual updates which are often skipped

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  • Admin
    Andrew Ardron
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    Apr 12, 2024

    The opportunity value is already automatically updated to match the quoted value when a quote is created or amended.
    However in the latest release you can now turn this off (on a given opportunity) as this may not always be what you want due to perhaps multiple quote options or optional items on the quote.

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