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Peter Russell 9
setting primary contact role for an opportunity created with process builder
Hi
Our salesforce is setup to create a second stage opportunity when the first stage is closed won.
This second stage pulls across all the necessary fields but does not set the primary contact as the same one from the first stage oppportunity.
Is there a way to use process builder or flow to set the primary contact? If I click new contact role on the opportunity, I can select the contact associated with the stage one opportunity.
Our salesforce is setup to create a second stage opportunity when the first stage is closed won.
This second stage pulls across all the necessary fields but does not set the primary contact as the same one from the first stage oppportunity.
Is there a way to use process builder or flow to set the primary contact? If I click new contact role on the opportunity, I can select the contact associated with the stage one opportunity.
Peter Russell 9
bump
Peter Russell 9
bump
Peter Russell 9
bump
Peter Russell 9
does no one know how to do this? is it impossible?