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  • How to send out email about company detail in Lead workflow?

    Hi all, in my Lead workflow, I wanted to send out email to recipients once an action is triggered. However, in the list of fields to include in email content, I cannot select any company detail from Company table. Its only showing data from Lead table…
  • Duplicated lines in Lead communication

    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…
  • How to disable Convert to Opportunity until a certain state?

    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…