With opportunity triggers, you can prompt your team members to create an opportunity on an opportunity list based on status changes.
- Click List Options, then click Triggers.
- Click Opportunity Triggers, then select a specific status to determine when to trigger the creation of a new opportunity.
- Choose which opportunity list you'd like to create these opportunities in, then click Save.
Note: Opportunity Triggers will activate only when status changes occur within the list itself or on the contact's profile page. Status changes done via data imports, the Chrome extension, or the Affinity Outlook add-in will not activate Status Triggers.