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Categories CRM App
Created by Guest
Created on Feb 19, 2024

Have the Quote Automation Flows start on a certain pipeline status change

The new Quote chasing Automation Flows are great but sometimes Users will send the quote via outlook or the phone etc. The manual starting button is great but can easily be missed etc. An enchantment would be to allow the Automation to also be set via a Pipeline Status. So once the Quote is in status 'Quote Sent' then the Automation Flow is started and you will be warned of this when the status is changed.

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  • Guest
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    Feb 19, 2024

    Great idea, would really benefit us