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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Customer Status Workflow

edited Jun 2, 2025 2:27PM in Ask A Guru 3 comments

Is it possible to create a workflow to convert a prospect to a customer once a project has been assigned to that record? The intention is, as a prospect has been quoted and we are awarded the project (a project is assigned) that would automatically move them to that stage.

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