Primary Contacts Mobile Number in Opportunity Work Flow

Hi,

Please check this video and let us know if you find any difficulties.
https://www.youtube.com/watch?v=0pVOt7LU5lI

Rikin,

The video is helpful but does not answer the question.

I need to have a dynamic variable to pull out the mobile number field in the potential customers primary contact to the send-email body in a opportunity workFlow.

i have attached the send -email SS.
Opportunity-WF.docx

Hi,

You have to go to Form Assistant -> Look For -> Select Potential Customer -> Primary Contact -> Add -> Click ok.

Hope it helps.

That only adds the Name of the primary contact not his mobile number.

Check on your customer form, which is the Primary Contact Number/Mobile number used? You have to get the same field here.

I am looking for something like the below but seems that i cannot go to the related fields of the primary contact of the potential customer.

{Mobile Phone(Primary Contact(Potential Customer (Account)))}

Not a complete answer but gave a insight as to what needs to be done.