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Prompt to automatically create a new annual opportunity

คำตอบ Prompt to automatically create a new annual opportunity

  • 16 พฤศจิกายน 2551 13:37
     
     
    ลงชื่อเข้าใช้เพื่อโหวต
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    Hi,

     

    When closing an opportunity, is it possible to automatically prompt the user to create an identical opportunity for the following year?  We provide services on a 12 month contract basis and would like to be able to automatically generate a new opportunity without asking users to manually enter all the same data again?

     

    Is this possible?

     

     

ตอบทั้งหมด

  • 17 พฤศจิกายน 2551 7:20
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    ลงชื่อเข้าใช้เพื่อโหวต
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    You could probably prompt them with some on-save javascript.  Maybe a better way would be to have a workflow that runs when status of opportunity changes to closed that creates a new opportunity and maps over the relevant data.