Automation: New Action for Opportunities
R
Rich Ribeiro
Have a specific action to move a specific opportunity to a new stage or pipeline.
Currently, this can only be done by deleting an existing opp and create a new one. This is NOT ideal, an messes with the won/lost values.
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A
Alejandro Martinez
Incorrect. In the opportunity menu you can change it.
R
Rich Ribeiro
Alejandro Martinez Yes you can, that's why Im suggesting for this to also be available as an AUTOMATION. Did you read the post?
M
Michael Athens
Seriously!