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Melissa Driscoll 14
Help with auto add quote line items through flow
I have Created a flow that is working perfectly but I cannot figure out how to add quote line items to the quote I auto create
Business case is:
we auto add product line items based on certain criteria when we create an Opportunity.
Two of these cases require a quote to be created and synced. - I have this down (sorta)
When I auto create the quote, I need to add the quote line items with a discount.
And I am stuck. Help
Business case is:
we auto add product line items based on certain criteria when we create an Opportunity.
Two of these cases require a quote to be created and synced. - I have this down (sorta)
When I auto create the quote, I need to add the quote line items with a discount.
And I am stuck. Help