How to set up Opportunity Triggers
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.