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Topics#OpportunityFrage von Vladimir Vavilov
Vladimir Vavilov (CT Consulting) fragte in #Opportunity
27. Okt. 2021, 10:54

If opportunity is closed lost, then for all contact roles you need to create a task (reminder) call the next day at 12:00.

After defining ID opportunity and contact roles what variables should be in action?   #Flows #Opportunity #Opportunity Contact Roles

1 Antwort
  1. Eric Praud (Activ8 Solar Energies)
    27. Okt. 2021, 11:36

    Hi Vladimir,

     

    You could create a record-triggered flow on opportunities (and select "Only when a record is updated to meet the condition requirements") so when the stage is closed lost, you would first Get all related Opportunity Contact Role (where OpportunityId Equals $Record>Id)

    You can then loop through them and create tasks where the whoId is the Loop>ContactId

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