Skip to main content

Create workflows in the Opportunities module

H
Written by Huzayfah Patel
Updated over 3 months ago

Note: You'll need to have the security profile and permissions to amend screens, workflow and workflow rules.

Add a new menu named Opportunities - Quotes under Attendance/ Telephone Note, follow the steps below:

  1. Within the Workflow screen, click Edit Workflow.

  2. Next to Attendance/ Telephone Note, click the arrow.

  3. Select the folder icon and in the description enter Opportunities-Quotes.

  4. As the menu name, type OPPORTUNITIES_QUOTES.MNU and then click Save.

  5. To add templates to the Opportunities-Quotes menu, click the arrow.

  6. Click the yellow icon, enter a template name and then click Save.

  7. Repeat the process with any further templates you need for Opportunities-Quotes.

Did this answer your question?