We have a created renewal opportunity creation using process builder along with immediate actions of emails and tasks.
In our sales process, we have created One custom stage before the closed-won stage and i.e., "Order received from Customer" at 100%
As per the process, Account Manager saves opportunity record at "Order received from Customer" stage 100%.
Finance team who will process "Order received from Customer" stage related documents and then they change stage to "Closed-Won" and save the record.
The problem I am facing here is
Renewal Opportunity ownership and related emails and tasks ownership is changing from Account Manager to Finance Manager.
How can i prevent the change from occurring? Account manager should retain ownership of renewal opportunity as well its tasks and emails.
should i any criteria in process builder to prevent this happening?
Update1: I am not able to copy paste image, so below is criteria.
Conditions are Met:
Set Conditions: Opportunitystage Equals Picklist = Closed Won
Conditions: All of the conditions are met (AND)
Advanced: Do you want to execute the actions only when specified changes are made to the record?
I unchecked, this advanced option
AccountID: fieldreference = Opportinity.AccountID