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Automatic Creation of Opportunity Team Record

edited Apr 25, 2011 3:14AM in CRM On Demand - Web Services Integration (MOSC) 2 commentsAnswered
 Hi,

I am new to CRM.

My requirement is when a lead is assigned to me after working on that Lead I convert a Lead into an opportunity. I am automatically added as opportunity owner in the opportunity team Records similarly I want Referrer to be added to opportunity team automatically. Reminder here we don't have Referrer field in opportunity so probably we have to get that information from Lead.

 Once I close the opportunity, the task assigned to me(which in this case is a Lead) to be automatically Marked as complete.

Thanks,

Bharat

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