Convert Closed Won Opportunity to a Client | Voters

Convert Closed Won Opportunity to a Client

Jibby Bond

Once opportunity is moved to "Closed Won" convert/create a client automatically.

Petar Mihaylov

Hey Jibby Bond - This is already a feature :). It can be done with the Workflow Automations.

There are lots of neat things you can do with this feature. Check out https://help.withmoxie.com/en/articles/6974417-common-automations for some common use cases.