Dears,
I’m creating a workflow with the following process:
- when I add a new lead with status=openned, workflow process will add a new call task record and it will be showed on “My Calls” dashlet.
- It’s working fine but I’d like to show “contact” or “account name” in “My Calls” dashlet, in order to identify where this call is from.
I supose that I can get this information using relationship option but I tryed to add lead, contact and account relationship but it didn’t work.
For example, when I add lead relationship I just have contact ID, account ID as a field that I can use.
So, is it possible to show me some example that I can use in my environment?
Thanks in advance and best regards
Noberto