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Hello - I've gotten a request to stamp a task with the opportunity stage that the task occurs in (ie, two tasks occurred in stage x, so each task is tagged with stage x).  Any ideas on how to do this?
1 个回答
  1. 2018年6月26日 16:05
    You could create an "Opportunity Stage" field on Task, make it read-only, and create a workflow rule (or process builder) to set that field when a task is related to an Opportunity.
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