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Tyler Atwell
How to update a contact field to reflect what stage an opportunity is in
I want to know what stage an opportunity that a contact is related to, on the contact record. What is the best way to do that.
Question, what if you have multiple opportunity for the same contact, which opportunity stage would you be interested to see.
So I'm trying to create a view of the Contact lifecycle, knowing when we are contacting and in an active opportunity. I plan on using Process Builder to update that field, but I need the opportunity stage to live on the contact record to make it easier.
When I say heighest, I meant the opportunity that is furthest along. We have a naming stucture for our Opp Stages as follows,
1 - Discovery
2 - Development
3 - Prove
4 - Building
5 - Close
6 - Win
7 - Loss
8 - RTM
So if there was some way to leverage the numbers on the front, that would be best.
But! I'm now just thinking that I really only want visability of if they're in an active opp or not for my purposes, while having the stage on the contact would be nice, I really could get buy with a checkbox knowing if they are related to ANY opportunity that is in Stages 1 through 5.
Does that make sense?