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Hubert Brillet

How to best create an opportunity that's automatically (when approved) transfered to a quote section and once this is approved to the Contract side.
I have the impression we need to fill in each of them separately which doesn't make any sense to me.


Could you please shed some light on this for me please?


Thanks, 

Hubert

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    As far I know the unique possible way to accomplish that is via a LogicHook after_save on Opportunities (to create a Quote) and on Quote (to create a Contract).

    SugarBPM make possible to create related records, but it has some limitation on copy some specific fields' types across modules.

    Kind regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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  • 0

    As far I know the unique possible way to accomplish that is via a LogicHook after_save on Opportunities (to create a Quote) and on Quote (to create a Contract).

    SugarBPM make possible to create related records, but it has some limitation on copy some specific fields' types across modules.

    Kind regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
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