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I need Emails to update "Contacted" field in Leads RRS feed

  • Question

  • Hello,

    I need to be able to create a workflow that will update the Lead status to Contacted whenever an email is associated with that Lead. 

    In other words, when a salesperson associates an email with a Lead, that lead should update to "Contacted" instead of New.

    Tuesday, September 2, 2014 12:35 PM

Answers

  • You can do this with processes.

    Create a proces that activates on Create of email entity.

    I inserted the workflow you need to make below as an image.


    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    • Proposed as answer by RuneDaub Tuesday, September 2, 2014 2:33 PM
    • Marked as answer by NSackin Tuesday, September 2, 2014 9:05 PM
    Tuesday, September 2, 2014 2:33 PM