Hi Scott,
Yes you can perform a workflow to do this. Such as sending an email to someone when a new lead is created.
How are you trying to do this/can you send a screenshot?
Thanks,
Will.
Hi Scott,
Yes you can perform a workflow to do this. Such as sending an email to someone when a new lead is created.
How are you trying to do this/can you send a screenshot?
Thanks,
Will.