Hello there,
Is it possible to make a process in CRM that inserts a company or account into a specific marketinglist after an opportunity got won?
Best Regards
Blouflash
*This post is locked for comments
Hello there,
Is it possible to make a process in CRM that inserts a company or account into a specific marketinglist after an opportunity got won?
Best Regards
Blouflash
*This post is locked for comments
Hi Blouflash,
Out of the box it is not possible , you will have to create a custom workflow for this :
community.dynamics.com/.../custom-workflow-activity-add-to-marketing-list
mark my suggestion as verified if helpful to close the thread.
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