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I have an existing opportunity. It has crossed all the stages and is now under "won" stage. I want to create a contact linked to this opportunity.
How do I do that (preferably without coding)? Thank you.
As standard, you can create a contact based on the information entered on the Opportunity.
Do you want to do the same thing automatically?
Was there in fact a way to do this automatically?
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Thank you very much, Chris! I was initially looking for this item, and then made an automated action to create a contact automatically from a won opportunity. I will mark your answer as correct when I have enough karma.
Hi Tushwar, can you share what you included in your automated action to do this?