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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...
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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,...Leave a comment:
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office started a topic Task created reminder for flwup automatically after stage of lead is changed.in ExtensionsTask created reminder for flwup automatically after stage of lead is changed.
Can this be done in the workflow paid pack?
Whenever the lead’s Status field changes, an EspoCRM Workflow (“after update” trigger) fires... -
Native Round-Robin Lead Assignment with Capacity Cap
It would be nice to add in the paid pack point-and-click round-robin engine that:- Targets a chosen Team (single or multi-select).
- Iterates through
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Round robin script for assigning leads
Doesnt work:
Do you have any idea why?
[2025-07-17 12:57:26] CRITICAL: (500) Formula script error. Bad function name `MOD:`. :: POST...Last edited by office; Yesterday, 01:01 PM. -
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...
Last edited by office; Yesterday, 10:21 AM.Leave a comment:
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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...Last edited by office; Yesterday, 09:52 AM.Leave a comment:
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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...Leave a comment:
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tnx, i add this formula to opportunities so if i import with user it assign also the teams:
ifThen(
entity\isAttributeChanged('assignedUserId')...👍 1Leave a comment:
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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...Leave a comment:
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Import opportunities with team assigned
There is any solution to import with assigned team already prefilled and selected? I see that only user can be exported also, not teams.
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Round robin assign opportunities/leads to teams?
There is the possiblity to assign opportunities to teams thorugh round robin? -
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....Leave a comment:
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any news on this it was implemented its working? Can i make multiple stages for the leads for example?Leave a comment:
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thank you. is there some database with examples of workflows to see more? from the docs its very cryptic.Leave a comment:
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Workflows actions - Create task
Does this option exists or planned to be implemented in paid advanced pack workflow? -
Sankey Chart in Reports paid pack?
does it has sankey chart? in docs i didnt saw it https://docs.espocrm.com/user-guide/reports/ -
Yes i was reffering to the advanced pack that contains workflow.
here is the full docs?: https://docs.espocrm.com/administration/workflo...Leave a comment:
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Workflow Paid Pack
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...
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