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In this scenario, we want our all Users with the Sales Manager role to be brought in automatically to important Opportunities.
We will create a formula that adds our Sales Manager into the Team for any Opportunity that has an Est Revenue greater than 1 million euro.
This formula will also remove our Sales Manager from this Team if the Est. Revenue goes below 1 million euro.
Note 1: For this example you will need to have a team called Sales Manager setup beforehand. It will need to have the role Sales Manager given to it.
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 all Users with the Security Role ‘Sales Manager’ to the Team Access for the Opportunity record if the Est Revenue is greater than 1 million euros
- It will also remove these Sales Managers if the Est Revenue goes below 1 million euros