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Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

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. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

We have configured X3 workflow for Purchase Request and Purchase Orders. On the email, its gives a link to 'Approve', and link to 'Reject'. Instead of showing up the two line link for each, can we replace it with button called 'Accept' and 'Reject'. This…

Hi there, We are parameterizing and adjusting a Sage X3 V6 installation, We have different workflows configured in different modules of Sage, one of them corresponds to the module of purchases. The workflows are currently sent from the users…

Hi I'm calling a workflow from within a SPE process on the Sales Order using this: Call WORKFLOW(TYPEVT,CODEVT,OPERAT,CLEOBJ) from AWRK this works fine and all pre-configured email addresses in the workflow get emailed. However, I need to add…