• 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…
  • Checking dates in Workflow Transition Rule

    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. …