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Opportunity Team Default

Automatic Opportunity Team from Account Team

This very simple little app fixes a common issue encountered by companies who use Account Teams and Opportunity Teams.  You would expect that a new Opportunity would inherit the Account Team, but it does not – this app makes that happen automatically!

 

It’s free on the AppExchange, so go ahead and get it if you would find it useful!

  • Client
    CloudAnswers
  • Date
    Aug 2016
  • Skills
    AppExchange, Business, Sales, Salesforce.com
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