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How to automatically switch all task status' to 'Complete', when the associated quote is converted?

edited Jul 24, 2025 4:54AM in Ask A Guru 6 comments

The ask is that whenever the sales rep converts or closes a Quote, all associated tasks are closed as well - inserting a note on why the task was closed. (i..e - quote converted to order XXX'; quote cancelled on X date).

I would like to avoid scripting in this case, but any solution is much appreciated!

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