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  • Allow all user to view lead when it had specific state/status

    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…

  • Creating a followup opportunity in the workflow leads to the new opportunity ending up in a wrong workflow state

    Hi there, we want our employees to create a followup opportunity whenever they lose or win an opportunity so that they can work on it again in a year or so when the opportunity presents itself again. To do this we integrated the task of creating a new…

*Community Hub is the new name for Sage City