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3 opps in 1 account if close win 1 opp how do i close lose other 2 opps?
3 opps in 1 account if close win 1 opp how do i close lose other 2 opps?
You need to sign in to do that
Don't have an account?
1. Create a process builder for the 'Opportunity Object' and select the condition as 'when a record is created or edited'
2. In the condition meets set it as 'Stage equals Closed Won'
3. In the 'Immediate action' select update records and set the criteria as 'AccountId equals Opportunity.AccountId' and set the values for Stage as 'Closed Lost'
4. Then activate your process builder
@Salesforce Admin - you can do it using trigger on Opportunity.
Thanks,
Himanshu