I now need a way to have this same field show up on the opportunity object with the name of the Delivery Manager. I noticed you are not able to do this via a formula field, so I tried to use process builder to acheive this, but I can not seem to get it to work. Linked below are the screen shots of the process builder I am working with.
Any help would be greatly appreciated!
1 Antwort
I noticed someone else with a similar problem a few weeks ago - for some reason even when pushing a record update to the Opportunity Members object, cannot get it to update the opportunity.
Not sure why this happens; my last suggestion was to use a flow instead of PB for this task.
