CRM On Demand - Administration (MOSC)

MOSC Banner

Opportunity Team- Automate

edited Sep 27, 2012 11:41AM in CRM On Demand - Administration (MOSC) 2 commentsAnswered
Hi All,

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

Howdy, Stranger!

Log In

To view full details, sign in to My Oracle Support Community.

Register

Don't have a My Oracle Support Community account? Click here to get started.

Category Leaderboard

Top contributors this month

New to My Oracle Support Community? Visit our Welcome Center

MOSC Help Center