Update Converted Contact Field When Opportunity Exists | Swantide Help Center

Swantide Help Center

All CollectionsSwantide Workflows

Update Converted Contact Field When Opportunity Exists

Update Converted Contact Field When Opportunity Exists

When a user converts a Lead into a Contact and an Opportunity exists, update a pick-list field

Written by Engineering Swantide

Updated over a year ago

Example:

Set a Contact's Status to be "Meeting Set" or "Working" when it is converted with an Opportunity

Related Articles

Associating Contacts with Opportunities

Opportunity Contact Roles

Track MEDDPICC Fields on Opportunities

Timestamp Any Pick-List Field’s Entry Dates

Automatically Create an Opportunity Based on a Value on a Free Text Field