Decision Date on Quotation link to task list
Nick Claxson

If you create a quotation from the activity (or otherwise perhaps).

Can the decision date on the quotation when met force an activity to appear on the activity list so that the quotation is re-looked at ?

Aware this is pipeline management.

Tomas J.

If we understood you correctly you want an activity to appear on decision date, so you remember to contact your customer at the needed time?

There is no automatic function for this, you can create an activity from the quotation and set up the date of decision. Then this activity wood pop up on that date.


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