Hi all,
I created a workflow to assign a task to a user once a lead is created. I have a slight issue in accomplishing this. This task that is created should be assigned to the same person, the lead is assigned to. Does anyone know how to achieve this?
I found an old post in the sales agility forum, which has a jpg explaining this. But we can no longer open that jpg anymore, thus I turned to suitecrm forum.
This is the link for the post
https://www.salesagility.com/forum/advanced-openworkflow/2918-variables-in-the-workflow-action
Regards,
Ilakkiya