I need to make the following workflows:
1) When two deals are moved to closed won, the contact lifecycle stage is changed to Evangelist
2) Update Deal Name in the format {Amount} - {Contact First Name} {Contact Last Name} whenever the deal is moved to the next stage in the sales pipeline
Hi @STanveer,
Happy to help here!
For the first workflow, it’s best to create a contact calculation property first:
Once you have this, a contact-based workflow would look like this:
For the second workflow, you need to create single-line text fields for First name and Last name on the deal object. You would then first copy the values from the contact to the deal record in a contact-based workflow:
(Make sure to think through scenarios where there is more than one contact per deal!)
You can then create a deal-based workflow like the one below:
Let me know if you have any follow-up questions!
Thakyou friend,
I shall try to implement this
