Can I transfer Quote Grand Total to Deal Amount field?
I would like the Deal to be updated with the Grand Total or Pre Tax Total field from the Quote.
A deal may be an indicative price, but the Quote will be the exact price. It would be great to have the deal reflect the exact amount without the sales person having to remember to manually update the Deal Amount field.
I took a quick look at Automation > Workflow Rule, but could not see how to select the necessary fields.
I am new to this, so maybe I am missing something.
Has anyone else done this?
Thanks
Steve