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.
Who can create/edit opportunity triggers?
Only the list owner and list admins will be able to implement opportunity triggers for that particular list. To become a list admin, click the Share button to see who the list owner is and ask them accordingly.
Note: Status changes done via data imports or the Affinity Outlook add-in will not activate Opportunity Triggers.