Opportunity Team- Automate
I have the Account & Opportunity assignment setup, but we need to automatically add the person creating the Opportunity assigned to the Opp Team AND automatically set the Team Role to a specific value. It looks like I can modify the Team Role via workflows. How do we automatically add the Opportunity Creator to the Opp Team if the "Owner" is reassigned? Please help- this is causing added steps to our process of determining who "obtained" the Opportunity.
Thanks! Amber