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?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Project
- MRP
Această întrebare a fost marcată
1872
Vizualizări
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.
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