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Hi Guys,
Hope you are doing good and safe
Simple question, I have advance pack where I'm using Workflow to signal tigger, when the call status is set "Held" the related Lead status is set to "Contacted" that well good, but here comes the problem after contacted when the user changes to converted or In Process. if again the call status is set "Held" the Lead status is reverted back to contact even though it is converted so any possible solution. Please let me know
and open to formulas but they are confusing.
Entity: call
Tigger: signal
condition: status == Held
action: related Lead -> status = contacted
Reference Pictures:
Hope you are doing good and safe
Simple question, I have advance pack where I'm using Workflow to signal tigger, when the call status is set "Held" the related Lead status is set to "Contacted" that well good, but here comes the problem after contacted when the user changes to converted or In Process. if again the call status is set "Held" the Lead status is reverted back to contact even though it is converted so any possible solution. Please let me know
and open to formulas but they are confusing.
Entity: call
Tigger: signal
condition: status == Held
action: related Lead -> status = contacted
Reference Pictures: