Find Opportunity related to Contact instead of Account
Currently the logic behind OppOwner queue rules is to find the last modified Opportunity linked to an Account, which means that multiple Opportunities can be found for one prospect. As an option, implement a queue rule to find the Opportunity related only to the Contact, which may be more relevant in some cases.
4
votes
AdminSerban Goanta
(Director of Support, Chili Piper, Inc.)
shared this idea
This is possible on the Fire platform by adding a condition in the matching filters to ensure the Contact ID on the Opportunity matches the Contact ID of the record triggering the flow.
