Auto Add products to Deal/Opportunity
Hi All
Looking for some help.
I am looking to auto add products to a deal based on additional fields within the system.
E.g a Picklist box that says transfer or register, depending on the outcome will associate the relevant product to the deal.
I have a series of picklists that a user selects. Adding the products to the deal also will be duplicating work.
cant see a way of doing this with workflow.