on 01-03-2017 2:58 PM
Hi Experts,
We have scenario for Opportunity:
We have Org Unit
A-Level 1 (As Company)
|
A1-Level 2 (Manager (M1) and Employee (E1, E2))
|
A2- Level 3 (Manager (E1,E2) and Employee (E3, E4))
Here we have requirement when any employee create opportunity automatically manager should add under Sales Team or Involve Part.
Can you please let me know if anyone know about this.
If possible than how to achieve this if not than what is an alternative way to achieve the same.
Regards,
Mithun
Hi
Share some insight on your requirement.I am not able to get you
Regards
Logan
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Hi,
Define the rules to determine the required parties into the opportunities
Try the below step
Now create a new opportunity and check
Regards
Logan
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Thanks @Loganathan P,
Its work but we need to require this on Creation of Opportunity.
We have used below setting and its working fine when we click on Submit For Approval action from Action button.
Please advice if you have more information related to this.
Regards,
Mithun
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