at around 58:22 how would you create an automation so that it autopopulates with that naming convention of "xx - $$$ - date" . Unless I miss understood what you said.
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at around 58:22 how would you create an automation so that it autopopulates with that naming convention of "xx - $$$ - date" . Unless I miss understood what you said.
Nevermind watched further haha! SO helpful David thank you!!
@@katkatshall If you want to learn more, this video explains how to further customize Opportunity Names in NPSP th-cam.com/video/siSfiuFvaHQ/w-d-xo.htmlsi=QH1eOw2-MJh1-I0n
The delay is to create 'suspense' ;)