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prospect role change...

May 04, 2017 at 04:25 PM

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Hi All,

Requirement is if the opportunity created in prospect is set to 'Won', the Prospect role should change to 'Customer' role for that prospect.

Also,We have a requirement when an opportunity is created for a Prospect , value of a custom drop down field in the prospect should change to certain value.

Can this be achieved with help of workflow rules or any other?

Regards,

Mohit

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1 Answer

Saurabh Kabra
May 06, 2017 at 02:26 PM
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Hi Mohit,

Please find below the response:

1. You can use Event-BeforeSave( Of Opportunity XBO) where you can write an ABSP Script to update the Customer-->CurrentBusinessCharacters-->CustomerIndicator as X and Set ProspectIndicator as FALSE.

or

Alternatively you can create action on OPPORTUNITY XBO and then configure it in Workflow Rule.

2. You can try to use CodeListRestriction( Under Administrator Work Center ) . Please check it.

Thanks

Saurabh

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