Welcome!

Share and discuss the best content and new marketing ideas, build your professional profile and become a better marketer together.

Sign up

You need to be registered to interact with the community.
This question has been flagged
2 Views

Hi everyone,

I’m trying to set up a workflow where whenever a sales order is confirmed for a service product, a corresponding project should be generated automatically.

I’m not sure about the exact steps or configurations needed to achieve this. If anyone has implemented this before, could you please guide me with the steps or best practices?

Thanks in advance!

Avatar
Discard

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!