I have a business requirement to add Account Contacts(i,e Partner Users) to Account teams,later need to add them to Opportunity team

Question

How can I achieve it? Please help.

Ines Garcia · Answer

Hi Shruthi,

So everytime a contact is created should apply to that account oppen opportunities?

and / or

every new opportunity should have as team the same records as contacts in the account?

Hope this helps,

Ines

Sales And Marketing