Hi! I recently built out a power automate flow, so that if a Quote is activated it gets added to a segment, which is then connected to a sequence. This allows our reps to have Quotes in sales accelerator that they can follow up on. However, one thing I've noticed is that the quotes that get added to the segment, if revised, will only close the original quote record and not also create a draft copy for a revision like it would normally. Does anyone have any insights into this? Thanks!
How did you connect the active quotes to the sequence?
It reports an error when I try to connect active quotes to the sequence.
I can only connect quotes in draft status （statecode equlal 0） to sequences.
This was also verified when I checked the sequence button on the quote form.
Best Regards, Dengliang Li
Was this reply helpful?YesNo
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
54
Share
Report
All responses (
Answers (
