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Additionally you can have your administrator "activate" the three ADvendio Workflow Workflows to automatically change the Field Document type depending on the Probability (%) using the following rules:

  • < 100% AND > 0% = Proposal, 
  • 100% = Order Confirmation, 
  • 0% = Cancellation.

More information here: 7.5.5.5 Automate setting the Document Type.