Automatically close a quote when an opportunity is lost

When we set an opportunity in Autotask to Lost, the opportunity in Salesbuildr is set on lost as well which is good, but when a quote is expired, it's not automatically closed. So we now have to do this manually. I would expect whenever we set an opportunity to Lost, the quote is declined automatically. Can you build this?

Please authenticate to join the conversation.

Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Quotes

Date

Almost 2 years ago

Subscribe to post

Get notified by email when there are changes.