Function for assigning a Contact to a Campaign once a Deal has been Won.
Hello Zoho,
I have found that I need to create a function to complete the process.
I am struggling with sorting out the Deluge Function and script needed to assign a contact from a newly Won deal.
I have setup a workflow rule in the CRM, have the Campaign ID and have been trying to follow some of the other suggestions. Can you assist with how to setup the following automated rule using a function?
Goal: To get the Customer ID from the newly closed Deal then add them to the existing Campaign.
I currently have a Workflow Rule to be executed when the Stage is modified to any "Won" stages. Condition 1 will be executed for all deals.
Instant Actions: Here is where I am struggling.
Any assistance you can provide would be greatly appreciated. Thank you in advance.
Kind regards,
Phil Hagerman