Project

General

Profile

Edit Copy Actions

Feature #8735

open

CRM New Changes

Added by John Patchala 1 day ago. Updated 1 day ago.

Status:
Resolved
Priority:
Normal
Assignee:
Start date:
05/04/2026
Due date:
05/04/2026 (1 day late)
% Done:

100%

Estimated time:
4:00 h
Spent time:

Description

•⁠ ⁠Update follow up flow after follow up flow after user intersted
•⁠ ⁠⁠we have to create auto populate the quotation record with document pending status
•⁠ ⁠⁠after successful completion of quotation we have to create new project.
•⁠ ⁠⁠rename the follow ups as Lead Follow ups


Add

Subtasks


Add

Related issues

Edit Copy Actions

Also available in: Atom PDF