We have a custom lookup field on our opportunity record pages for "Champion" -- essentially the primary contact for that opportunity. This is a required field to create any opportunity in our organization.
I was wondering how to sync that field with the opportunity contact roles related list? I'd like to automatically assign the contact designated as the champion as the primary project contact under contact roles.
Could someone walk me through how to do this?
Thanks,
Jennifer
답변 5개
Hi Jeniffer,
I don't see the screenshot but the steps shoud be:
1. Object: Opportunity - Start the process when the record is created.
2. Criteria: No criteria just execute the actions.
3. Immediate Actions: Create record - Record Type: Opportunity Contact Role4. Set Field Values:
- Contact ID: Type: Field Reference - and select the "Champion" field.
- Opportunity ID: Type: Field Reference - and select Opportunity Id.
Then click Add Row and set:
Primary = True
Role = The default role you want from the list.
Hope this helps!
