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2417 Weergaven

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.

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Auteur

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?

Beste antwoord

As standard, you can create a contact based on the information entered on the Opportunity.


Do you want to do the same thing automatically?

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Beste antwoord

Was there in fact a way to do this automatically?

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