Auto send notes to specific Salesforce opportunity instead of all
E
Edwin Thornhill
There's an assumption that there's one opportunity per account because this is the one product you're selling.
That's the only option there could be for that account. Whereas we are a multi-opportunity per account.
I would love to be able to say that this meeting is tied to this opportunity, and for something like what you're talking about in the pre-selection of the channel.
If I could pre-select the opportunity to attach things to, then that would be great too.
If I had the ability in this automation to say that this meeting is tied to this opportunity within Salesforce, and in this case, this is an every two-week meeting that I have. Every note for this would go to that opportunity, not the account.
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