A new knowledge base article has been published on our support portal.
Scenario Overview
In this scenario, we want our Sale Manager to be brought in automatically to important Opportunities.
We will create a formula that adds our Sales Manager into the Access team for any Opportunity that has an Est Revenue greater than 1 euro.
This formula will also remove our Sales Manager from this Team access if the Est. Revenue goes below 1 million 1 euro.
N52 Formula Manager Solution
The Formula Manager solution works like this:
- A formula of type ‘Save – Perform Action’ is created on the Opportunity entity
- This Formula will be triggered whenever an Opportunity is created or the Est. Revenue field is updated
- The formula will add the User John Grace to the Team Access for the Opportunity record if the Estimated Revenue is greater than 1 million euros
- It will also remove user John Grace if the Est Revenue goes below 1 million euros