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Zhenyu LiuZhenyu Liu 

Opportunity assignment

Team,

There's a "refer to" look up field under opportunity in our org and we want user put user name in it. After clike save, the opportunity send to the "refer to person". How can I achieve this? 

Thanks in Advance
Best Answer chosen by Zhenyu Liu
Neetu_BansalNeetu_Bansal
Hi Zhenyu,

You can achieve this by sending email to that person either using trigger or apex code.

Thanks,
Neetu

All Answers

Neetu_BansalNeetu_Bansal
Hi Zhenyu,

What to do mean by 'the opportunity send to the refer to person', what exactly you want to achieve?

Thanks,
Neetu
Zhenyu LiuZhenyu Liu
Acutally I plan to create a referral process inside opportunity, and there's a "referred to" field . After user put value in the referred to field and click save, the "referred to" person could recieve this opportunity and start to work on that.
Neetu_BansalNeetu_Bansal
Hi Zhenyu,

You can achieve this by sending email to that person either using trigger or apex code.

Thanks,
Neetu
This was selected as the best answer