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Hi all,
I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action.
for example:
if Lead company is match (Lead_CompanyMatch='Y'), show action…
Hi All,
problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval.
After review the lead, the manager then decided that this Lead is not ready to be process due to…
Hi all,
I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection.
I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…
Hi
Probably I’m missing something, but I don’t find a simply way to do this.
I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules.
…
Hi all,
I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again?
Thank you.
I am currently working on implementing a workflow in Sage CRM 2019 R2 and wanted to add a button that creates a new Quotation inside my Proposal Submitted rule.
When creating a button group the "Proposal Submitted" screen is not an option when picking…
Looks like I need a shove in the right direction in regards to a Workflow Rule. :-)
From within Sage CRM, is it possible to change the view being used for a workflow rule? When a rule is created, the user selects a table or a view to be used for the…