Hi,
I am in the process of building out a workflow to set up a new Project when a certain type of Opportunity is closed.
There are several problems I am running into:
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Is there anyway to use fields to set the name of the project? I wanted to have it set to Account Name - Project. The only way I could think of was to use the $account_name - which did not work.
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Once the project was made I have a workflow to create a series of tasks. One of which is an email to the account that the project was created on behalf of when the opportunity closed. The problem I ran into is that the workflow for projects does not have an option to send to record email (which I understand a project does not have) or a related field (account, contact, etc… only have users)
The only thing I can think of is a project task opens up for someone to send out the email - which is not ideal. Any ideas?
Thanks,
Steve