WinQuote Action

Sets the state of a quote to Won.


Parameters allow for data to be passed to the action.

Name Type Nullable Unicode Description
quoteclose False True The quote close activity associated with this state change.
Edm.Int32 False True Status of the quote.


Use the WinQuote action with the following entity types:

Name Display Name Description
opportunity Opportunity Potential revenue-generating event, or sale to an account, which needs to be tracked through a sales process to completion.
quote Quote Formal offer for products and/or services, proposed at specific prices and related payment terms, which is sent to a prospective customer.

See also