Opportunity-Specific Note Triggers for Workflows
M
Meg Slatyer
Notes linked to an opportunity should only trigger workflows for that specific opportunity, not for all opportunities associated with the contact. For example, if a contact has:
--- Opportunity A: in ‘Action Needed’ (early stage)
--- Opportunity B: already progressed in the pipeline
Then adding a note to Opportunity B should not affect the status or workflows tied to Opportunity A. Each opportunity should respond only to actions (like notes) that are directly linked to it.
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