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How to display company name with stakeholders on opportunities form
Hi,
Thank you for the response. Let me explain the scenario. Some opportunities contain multiple Stakeholders with different companies. So I want to display the company name under the Stakeholders card in the opportunity form. Please refer to the below screenshot.
Hi,
Please refer to my steps.
Create a new Field in opportunity which is Customer type because that the Company Name of Contact is Customer type.
Then create a real-time and demand workflow to update this new field. Remember activate this worflow.
Now run the workflow in advance finding and add this new field to the opportunity form.
It works well.
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