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Question

Business opportunity : go from confirmed status to in progress status without creating a quotation

  • October 25, 2023
  • 3 replies
  • 67 views

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Hello,

In a business opportunity, is it possible to go from confirmed status to in progress status without creating a quotation ?

 

Regards

Pierrick

3 replies

AtaAbdavi
Do Gooder (Employee)
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  • Do Gooder (Employee)
  • November 3, 2023

Hi Pierrick,

in standard it is not possible. Can you please explain the business case in which you need the “in progress” status?
Cheers!
Ata


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  • Author
  • Sidekick (Customer)
  • November 7, 2023

Hi AtaAbdavi,

 

Finally we found another way to answer our need, originally it was to trigger a flow in another tool.

 

Thanks for your answer!

Pierrick


ashenfdo
Sidekick (Customer)
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  • Sidekick (Customer)
  • November 13, 2025

@Pierrick  could you please mention what was the workaround that you found?