When you Win an Opp in QW the Activities stay open in CW
A
Anastasia Carter
started a topic
over 3 years ago
When changing an order in QuoteWerks to the “Won” status and
converting to ConnectWise for its Opportunity, it does not automatically
“close” any open activities tied to the opportunity.
It will close the opportunity but not any of the open activities on
the opportunity.
Currently this is a manual process where we need to manually close activities tied to the opportunity in CW.
Anastasia Carter
When changing an order in QuoteWerks to the “Won” status and converting to ConnectWise for its Opportunity, it does not automatically “close” any open activities tied to the opportunity.
It will close the opportunity but not any of the open activities on the opportunity.
Currently this is a manual process where we need to manually close activities tied to the opportunity in CW.