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Workflow automation: create new Opportunity from a custom dropdown [video]

Michelle from Copper
Copper Employee
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You can see the full list of variable and formulas here.

 

If you’re new to workflow automation, check out these other resources:

 

Let us know in the comments if you have any questions! Or post in our Community forum.

- Michelle from Copper

2 replies

Michelle from Copper
Copper Employee
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@Lori K inspired by some of the workflow automations you’ve mentioned!

- Michelle from Copper
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1 person likes this
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    Lori K
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  • Lori K
  • Engaged User
  • 24 replies
  • March 11, 2022

Thank you @Michelle from Copper, I appreciate the hearing about a different approach using a drop down verses a checkbox to eliminate potential duplicated opportunities being created from a workflow.  A dropdown makes sense in that it would be less accidental prone.

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