Poshana Madhuri

Poshana Madhuri

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BPF Opportunity

Mar 20 2023 4:07 AM

When a record is created, if a user has Sales Representative role, auto moves the BPF stage from Qualify to Develop, and if it has Sales Manager role, auto moves from Qualify to Propose. If there are none of these roles available for the user, stay on Qualify stage

Answers (2)