Task created reminder for flwup automatically after stage of lead is changed.

[office]

The actual problem that i have is I cannot automatically assign from flow the task to the sales agent that already has the lead assigned, so even if the...

[office]

Still doesnt work, all sales agents see the leads even from the other teams, even if for the all sales team i dont give acces for leads even for own,...

[office]

Can this be done in the workflow paid pack?

Whenever the lead’s Status field changes, an EspoCRM Workflow (“after update” trigger) fires...

[office]

It would be nice to add in the paid pack point-and-click round-robin engine that:

1. Targets a chosen Team (single or multi-select).
2. Iterates through

...

[office]

solved, made this workflow with that assignment
:
...

[office]

Doesnt work:
Do you have any idea why?

[2025-07-17 12:57:26] CRITICAL: (500) Formula script error. Bad function name `MOD:`. :: POST...

[office]

Should i make a team with all the sales agents and add that team? The problem is that i already have a formula that auto assign the lead to the team of...

[office]

most of them i Import now, then some will be also through forms and import

i tried to add them through flow chart, but team is mandatory...

[office]

I want to assign to sales reps, not to teams. so for example team potato has 20 sales agents and team carrot has 5. I want to assign 2x to each team so...

[office]

tnx, i add this formula to opportunities so if i import with user it assign also the teams:

ifThen(
entity\isAttributeChanged('assignedUserId')...

[office]

the problem is that i have is that i want to create different branches so manager 1 will have sales rep A& B and manager 2 cant see the manager 1...

[office]

There is any solution to import with assigned team already prefilled and selected? I see that only user can be exported also, not teams.

...

[office]

There is the possiblity to assign opportunities to teams thorugh round robin?

[office]

what you told me I understood, but i thought create task will be at actions, so I m thinking there are more things i miss similar with this....

[office]

any news on this it was implemented its working? Can i make multiple stages for the leads for example?

[office]

thank you. is there some database with examples of workflows to see more? from the docs its very cryptic.

[office]

Does this option exists or planned to be implemented in paid advanced pack workflow?

[office]

does it has sankey chart? in docs i didnt saw it https://docs.espocrm.com/user-guide/reports/

[office]

Yes i was reffering to the advanced pack that contains workflow.

here is the full docs?: https://docs.espocrm.com/administration/workflo...

[office]

Where i can see the full docs for the workflow pack? Is it the same with the free one from suitecrm? i tried to make demo but it s giving error at captcha...