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December 6, 2015
Question

We send 2 different agreements to customer. How can I capture the agreement status for each agreement into 2 separate Salesforce opportunity fields?

  • December 6, 2015
  • 0 replies
  • 195 views

We send out 2 agreements: offer letter and loan offer to customers. The loan offer will go out to customer only after the offer letter is e-signed and returned. I would like to capture the status (signed, declined, expired) of the offer letter into one Salesforce field “Opportunity.ES_Agreement_Status__c” field upon customer signs/declines and capture the status of loan offer into another Salesforce field “Opportunity.ES_VFH_Status__c” upon customer signs/declines, Can this be achieve and how?


Thanks!

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