04-18-2018 02:01 AM
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.