Automation not taking filter
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I want to make an automation that is someone makes a payment on a quote then it changes the status to Contracted. I have made the filter If payment amount is set and the status contains quote. I tested this filter and the one lead I created this showed up in the filter. When I go to apply that filter in the automation it will not add that filter. I have tried switching things around in the filter a bunch of different ways and it is not working.
The same question
people can't make payments on quotes i believe, they can only do it on contracts.
people can't make payments on quotes i believe, they can only do it on contracts.
We must be able to because that is why I want to make an automation to change the status. While the customer is in from of us the quote is the automatic status that comes up and when we fill in all the info, pay and save it stays in quote unless we physically change it. Trying to get it to auto save to contracted if a quote is paid on.
We must be able to because that is why I want to make an automation to change the status. While the customer is in from of us the quote is the automatic status that comes up and when we fill in all the info, pay and save it stays in quote unless we physically change it. Trying to get it to auto save to contracted if a quote is paid on.
Correct
Correct
That's not how it works. Quotes only display price and option to add tip. Contracts allow for payments and signatures. Click the quote link at the bottom of the screen on a lead and you'll see what page the customer sees at that level.
If you click contract it won't let you view it without changing the status. What you can do on the back end is different than what happens in real time. If your status settings are correct, it will change automatically.
That's not how it works. Quotes only display price and option to add tip. Contracts allow for payments and signatures. Click the quote link at the bottom of the screen on a lead and you'll see what page the customer sees at that level.
If you click contract it won't let you view it without changing the status. What you can do on the back end is different than what happens in real time. If your status settings are correct, it will change automatically.
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