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can anyone tell me how I can configure this autopost when someone closes / wins or revises a quote? We are using our own Quote Numbers so I would like to change this system Quote Number shown in the screeshot to our individual one.
I already searched for solutions, but when I go to Activity Feed Configuration in the Admin Settings there is absolutely nothing active for Quotes? Same for Activity Feed Rules - there is not even a rule for quotes.
Can anyone advise me? I've already invested some hours in it and can't seem to get anywhere close to solve this issue... Thanks a lot in advance!
The screenshot is a record of Quote Close entity, which is a kind of activities.
It will be created with the creation of a revised quote and its original status is completed(read-only).
So I created a flow in Power Automate to modify the subject of the Quote Close activity.
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
thank you so much for your helpful answer!!
So if this is a seperate activity - how can I also modify it for quotes marked as won or lost?
They are all records of Quote Close entity.
You can achieve the request in the same way, just by modifying the subject in the Flow with the status / status reason fields of the quote records.
The expression here is something like:
You need to replace some of these with your own defined names as appropriate.
Then you’ll get the subject you want.
Perfect!! Thank you so much!
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