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All tags
Sugar 14
account
contact
opportunity
How to add a contact into an opportunity based on the client only using Studio or BMP (or both)?
Pablo Beltran
Hi, everyone! I would like to know how to relate a contact to an opportunity automatically based on the customer. The scenario is this one: The user creates its Opportunities via the Quote record, the quote record only has the Account related to…
9 months ago
DevClub
Dev Answers & Best Practices
