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Streamline Invoice Processing with AI-Powered Automation
Use AI-Driven Insights for Faster, Better Planning and Forecasting
Streamline Invoice Processing with AI-Powered Automation
Use AI-Driven Insights for Faster, Better Planning and Forecasting
How to automatically reassign tasks when sales rep field is changed on quotes/sales orders?
Essentially, whenever a sales rep transfers a quote to a different rep, I want to look to see if there is an associated quote task. If yes, then ensure that the task assignee transfers as well.
I've tried to create a workflow for this, but I suppose a script may make this more doable.
Please advise!
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