Hi,
I have a requirement where I need to send an email when an Opportunity is closed as Lost and competitor is specified, with competitor information and update my lead with competitor name.
Can I capture the competitor info when opportunity is closed and use that in email and to assign a field in lead through workflow?
Regards,
Sree
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You can create a workflow on change of status and check status is equal to closed.
You can then send an email with details of the opportunity and from there you can look up details of lead and update the details of the lead.
So yes I think you can do this.
some info on workflows
mscrmshop.blogspot.co.uk/.../step-by-step-tutorial-to-add-entity-url.html
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