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Customer experience | Sales, Customer Insights,...
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Revising a quote in a segment only closes quote, doesn't create draft revision

Posted on by 54
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!
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Revising a quote in a segment only closes quote, doesn't create draft revision
    Hi,
     
    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
     

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