Pular para o conteúdo
Menu
Esta pergunta foi sinalizada
1898 Visualizações

I've created an automated action that creates a contact from an opportunity once that opportunity gets to a certain stage. This works fine, however the opportunity isn't actually linked to the contact i.e the contact name doesn't actually show in the "customer" field of the opportunity. Obviously I don't want to have to manually join them, but I can't work out how to do this as part of the AA. Does someone have an idea how to do this?

Avatar
Cancelar

If you send screenshot maybe I can help you out. Because usually the contact and opportunity already have a link. Please give more detail on what you are trying to do.

Autor

Thank you - here's a screenshot of my automated action. https://docs.google.com/document/d/1zYLKqrEHf_VgnPQmp3vDvgnVlc0B-Jbx-R3EKmcrFfg/edit?usp=sharing
Interestingly it seems to have stopped working altogether..the KYC field is a custom field and it works fine for a different automated action. TIA for any help you can give

Publicações relacionadas Respostas Visualizações Atividade
8
dez. 23
25526
3
abr. 24
2126
3
fev. 24
1982
1
set. 23
1988
1
abr. 23
8457