CRM Process Question RRS feed

  • Question

  • I'm trying to create a process that starts with a Contact form and a custom drop down field.  If the user selects a value in the drop down I am triggering the process to create a lead.

    Question:  I would like to set the owner of the lead to a business unit based on what was selected in the drop down box.  Is that possible?

    Wednesday, February 12, 2014 4:52 PM

All replies

  • Business Units can't be owners.  Teams and Users can, so you could use a Team for the Business Unit, and then you would just have to have a long "If-Then-Else" set of checks in the workflow to assign to each team based on the picklist.

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    • Proposed as answer by Wayne Walton Wednesday, February 12, 2014 7:16 PM
    Wednesday, February 12, 2014 7:16 PM