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

  • 18 September 2023
  • 5 replies

Userlevel 4

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




Best answer by dcomerford 18 September 2023, 17:10

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5 replies

Userlevel 7
Badge +11

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

Userlevel 7
Badge +11

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


Userlevel 7
Badge +15

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 😁

In case anyone would like to upvote this:

Userlevel 4

Thanks a lot @dcomerford !!! 

Userlevel 4

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?




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