contact's variables in variable list in the Opportunity in Salesforce
having contact's variables in variable list in the Opportunity in Salesforce
6
votes
Yuliya Tsiushkevich
shared this idea
-
AdminRyanne Doumet
(Admin, PandaDoc)
commented
User assigns a contact to the opportunity record and they want that contact to then autofill in the "To" line of who the doc will be sent to, not in the "CC" line