samlimster

Automatically trigger a drawloop DDP when an opportunity closes

Discussion created by samlimster on Sep 27, 2018

Hi folks.

 

From the demos I've seen, I understand that it's possible to create a button on the opportunity that will generate a receipt DDP and email it to the customer.  However, is there a way to automatically generate this receipt when the opportunity closes? or alternatively batch run the receipt DDPs at the end of the day which will find all the opportunities that haven't been run and run them?

 

Thanks in advance!

 

Sam.

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