I am trying to make a Workflow work. I need it to send an email to the primary contact on the opportunity when Invoice Sent equals true.
I have tested this on an opportunity with myself assigned as the primary contact and it is just not working.
Please can someone advise on what I may be doing wrong.
Screenshots of the set up below:
15 answers
If you look on the opportunity field setup, is there also a Primary Contact field there, as a lookup field perhaps?
