Conga Product Documentation

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When the App is opened from a Source CRM button

There are two choices:

  • Follow the steps above and select the Auto Execute (Launch from Source CRM) check box
  • Execute a different Action Flow for each source CRM button.

For example, if you are creating a quote from an Opportunity, you may want to execute the Create Quote Action Flow from the Create Quote button in your environment. For the Edit Quote, you may want a completely different user experience so you would create a second Action Flow and attach that to the Edit Quote button.