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Hi. I am currently using a demo of espo crm with advanced pack. But it seems the workflow is not working. Can anyone please help me? Thank you.
Here is the link:
Here is the link:
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Could you explain, what doesn't work? -
We've tried to add a trigger action once the stage of an opportunity changed to "closed lost" and the actions are Send Email, Change Description and add Lead data.Originally posted by tanya View Post
//Algo
Workflow = Add.Trigger
if (data is oppurtunity || stage = "close lost")
action.SendEmail
action.ChangeDescription
action.AddLeadData
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This is an example of your workflow. Did you create the same?
Sorry, I don't understand abut Lead DataComment
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