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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