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Automatically Create Quote from a Case

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  • Automatically Create Quote from a Case

    i was wandering if there is a way to setup workflow or flowchart, to create quote from case with the time used?
    feilds i have in case are: start time, end time, total time used


  • #2
    Hello,
    of course, you can create such workflow. You need scheduled or sequential workflow
    How can one automate business processes using a CRM system? In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.

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