Workflows

[STanveer]

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

[karstenkoehler · Accepted solution]

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!

[STanveer]

Thakyou friend,

I shall try to implement this