I have a Quote and I click the "Convert" button to create a sales order. This is great, but a few things are left behind to be cleaned up:
1. The Quote is still open even though it has been converted
2. The Deal that the Quote is part of is still open and I would like it to automatically change the status to "Closed Won"
I can fix this in a workflow, but I cannot figure out how to trigger the workflow for when a Quote is converted.
I'm also happy to write a custom function
I'm also happy to use Zoho Flow if the feature is there.
Thaks!