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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…
  • Starting a New Opportunity from One Workflow to Another

    CRM 6.2.i Let’s say I have two opportunities (prebid and postbid). Each has their own set of fields that are displayed depending on which is chosen. I’ve done this with an if statement (for example): var oppoType = CRM.GetContextInfo("opportunity…