Solved

Transfert a quote into a project : Why system don't put opportunuity as Won?

Is it normal that the system dont put Won in an opportuynuity which is transfered into a project?

Thanks

Userlevel 7

+14

Yes we found this to so created a business event to update the opportunity seems to be an oversight

Userlevel 5

Yes this is my workaround, but I can’t understand this isn’t out of the box functionnality.

Beside, for my business event import scenario, I’m stucked with the popup:

I know I must set <Dialog Answer>=”OK”

But how to set the reason to “Order placed” before answering the OK?

Thanks!

Userlevel 7

+14

Here is the import scenario we are using and it works if that helps

Userlevel 5

Thanks a lot @dcomerford !!!

Userlevel 7

+16

Hi @raphrf

I was going to suggest you submit an idea for this. It seems that would work better.

However, I saw you did create one 😁

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