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Guru 91
how to update Opportunity Stage when quote send to customer through mail ?
Hi all,
I have a requirement, Update Oypportunity Stage when quote send to customer through mail.
I achived through Trigger on Task.
Is it possible to do with process builder.
regards
Guru
I have a requirement, Update Oypportunity Stage when quote send to customer through mail.
I achived through Trigger on Task.
Is it possible to do with process builder.
regards
Guru
Process builder, as you mentioned, will be your best shot i believe. You can order/sequence your actions. Once mail is sent, you can update the field or vice versa.
Cheers, Dev