Create custom activity in Close, find contacts, and perform calculations when opportunity status changes
Create custom activity in Close, find contacts, and perform calculations when opportunity status changes
Create custom activities in Close when an opportunity status changes to 'Invoice Terms Sent'. Update relevant contacts and perform necessary calculations to ensure accurate tracking and reporting.
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Overview
Create custom activities in Close when an opportunity status changes to 'Invoice Terms Sent'. Update relevant contacts and perform necessary calculations to ensure accurate tracking and reporting.