Hello,

Our Challenge: We need help with the deluge script to update the Potentials Module with data from Contact when it is updated.

We have a custom module ("Coaches"). It has a many-to-many relationship with Contacts. One coach will serve many contacts. That link works great!

Our Deals stages:

Inquriy -> Initial In-Take Call -> (Discovery Session Booked, Coach Assigned, NDA sent) -> Discovery Session -> Proposal -> Negotiation -> Proposal Won/Lost

The person performing the initial in-take call needs to book the session, assign a coach and trigger the workflow to merge/send the NDA.

So, the potential is already created. How do we have our in-take person update the Contact's record with the assigned coach and have that reflected on the Potentials? The NDA is triggered from the change in stage. It needs to merge the newly assigned coach's name and email to the NDA.

If we can figure out how to copy the assigned coach's information to the potentials module, then we can run from there.

Thank you!