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Thanks yuri! I will try this! -
Thanks so much yuri, that helps me think through and also explain to the client - I was able to help them see the benefit of using Contacts but the reverted... -
Dynamic Logic need help with formula
I am trying to prevent saving the Lead if the Age is less than 62
I was using the Dynamic Logic on the Age field that is calculating the... -
I understand the process , all Contact info has its own place, possible uses with Invoice SO etc however they only track name ph email address (loan application)... -
shalmaxb Yes Adv Pack comes with Cloud, but there is no ability of a field type "email" for Lead module so there is one place to on conversion...Leave a comment:
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Cloud version: Anyone able to create an phone field that invokes phone application?
Critical need client is in Sales - need to bring Lead fields over to Opportunity but there is nowhere to land
FYI Cloud version so I cant use backend... -
Cloud version: Anyone able to create an email field that invokes email application?
Cloud version: no back in access no extensions allowed, anyone find a way to do this?
Have a client converting Leads to Opp and needs the email...
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