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A new knowledge base article has been published on our support portal.

Scenario Overview 

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

View this article in full on our support portal