Hi all
I am in a situation where I need an "old" opportunty's status reasons to be changed automatically based on criteria from new opportunity record related to the same contact.
Example:
A new opportunity is created for a contact. The contact has a previous opportunity linked to him/her. The new opportunity goes through the sales process and at the end, just before/right when "closing as won", a criteria needs to be checked; if a specific field value on the "new" opportunity form matches a field value on the "old" opportunity form. If the field values match, the old opportunity form's status reason must to change to the value "Inactive".
I spent a lot of time an effort trying to figure this out but with no solution. I hope you guys can give me a hand!
Merry Christmas!
Best regards
Kasper