Browse By Tags

Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…

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.

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.