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Updating Contacts/Company based on Opportunity

New Member
Posts: 4
Country: United_Kingdom

Updating Contacts/Company based on Opportunity

Hi,

 

I was wondering if anyone could help. I've looked at documentation and I can't seem to really find what I need and hoping someone on here has come across at the same thing. 

 

When we have an opportunity that has been closed because it was won, we would like to update a field on our Contacts and/or Company layout. However, I can't seem to find a way of doing this. 

 

I did try with Smart Tasks but as they seem to be limited to creating tasks for the same layout as the smart task.

 

Thank you,

 

Jamie

Copper Contributor
Posts: 62
Country: United_Kingdom

Re: Updating Contacts/Company based on Opportunity

Hi Jamie

 

You would need a utility to do that for you.

Not possible within the standard program offerrings.

Glenn Lye
glye@crmdata.co.uk
07827 643672