Hello,
In our opportunity module, it's possible to create benchmarks, which is another module. There are a few things we want to do with these modules.
1. Once a benchmark is created we would like the contact for the module to be automatically updated with the contact from the corresponding opportunity.
2. We would also like the opportunity state to be automatically put to 50% once a benchmark is created for that opportunity.
I believe this is possible with a custom function or two but am a little confused on what exactly the code would be. I would appreciate any help.
Thanks in advance!