First time using "Opportunity Team" and I'm wondering if I can automate the following:
- If lead created by BDR is turned into an opportunity by a sales rep, have the BDR automatically added to the opportunity as a team member
- If a cross - sell opportunity is created by a CSM and transferred to a sales rep, have the CSM automatically added to the opportunity as a team member
Is this possible or thoughts / best practices around this?
1 respuesta
HI,
You can use flow. You may refer the following for idea
https://help.salesforce.com/s/articleView?id=sf.anywhere_add_users_to_doc_flow.htm&type=5
