Auto Populate an Opportunity Value with Sent Invoice Value
under review
L
Latch CRM
I hate how there's no way to send out an invoice to a customer, and then have that same invoices' total cost become the customers opportunity value. All my clients need to go onto the closed opportunity and set the value themselves after sending an invoice WITH THE SAME VALUE.
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S
Sales & Marketing
under review
S
Sales & Marketing
Merged in a post:
Invoice update for Lead Value in Pipeline
D
Devon Angle
Looking for a feature that when an invoice is created, it will create a code that can be implemented to use for Lead Values. Example: Contractor sends out invoice, automatically the lead value updates to showcase the updated pipeline value in the dashboard. Would make one less thing that a sub account user would have to take time to implement
C
Cam Smith
this should be a no brainer automatic update, it should actually add to existing value, there is probably some way to do this in a workflow, but with having to add two values might be a bit tricky
M
Mike Court
Yes, and also allow zapier to update the lead value as well