Automation - Change "other" quotes to X if customer has contracted, etc..
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Before I spend too much time trying to build this from scratch, has anyone already set up an automation that updates the status of other quotes when a customer selects one?
For example, if Customer A receives three quotes for the same event: Quote 1, Quote 2, and Quote 3. They proceed with Quote 2 (contracted), the system would automatically update Quote 1 and Quote 3 to a specific status (e.g., "Archived," "Inactive").
Appreciate any insight, thanks in advance!
Thanks in advance.
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No, we wouldn't have a way to do this. You could only change status after so long after create date or after the status changed ...not a way to filter the way you are wanting
No, we wouldn't have a way to do this. You could only change status after so long after create date or after the status changed ...not a way to filter the way you are wanting
My goal is to send targeted follow ups emails but I need to exclude this situation. Any recommendations other than manually changing the other quotes?
My goal is to send targeted follow ups emails but I need to exclude this situation. Any recommendations other than manually changing the other quotes?
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