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SugarBPM: add relation between two records

Mirco Marcigaglia

Hi, I can't solve this need: I would like to link the source of the lead (dropdown in opportunity module) to specific campaigns.

ES: lead source = website, campaign = "contact us" form.

So, I wanted to pilot the action with SugarBPM by making sure that when the source SugarBPM is saved it automatically enhances the campaign; I'm currently locked out because I can't find a way to value a related record (so add the relationship between opportunity and campaign).

Is there any way to do this?

Thanks,

Mirco

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  • 0 in reply to Dmytro Chupylka

    Hi Dmytro, thank you for your answer.

    Here below you can find and example of an opportunity; I want to be sure that if I choose a particular lead source (dropdown menu) the system will apply the correct campaign.

    So,

    if Campaign = Google --> lead source = Google

    if Campaign = AutoAffariStore.it 2018 --> lead source = AutoAffariStore.it

    and so on..

    Let me know if it is clear Smile 

    Mirco Marcigaglia
    Presales Consultant & Process Innovation