Automatic Archiving of Proposals created via SFDC

Client Teladoc is working to increase user adoption of RFPIO and would like their sales team to create proactive proposals from SFDC, but would like the Project to be automatically archived once it's been created. This would help their team better manage the volume of proposals being built in conjunction with the other active projects they are working on.

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Under review

Status: Under review

Comments

Darshan R

Hi Nicole,

Thanks for the feedback. Currently we don't support automatically archiving the projects(when created from Salesforce). We will discuss this with the team to understand if this would be more helpful for Proposals and let you know

Thanks,

Darshan R

FYI @Karthik Kumar @Harish N

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