workflow creating new calls to leads with status

💬 General Discussion
1

Hi I just created a workflow for calls. When a lead has a certain status the workflow creates new calls for that leads.
Strange thing is however that the calls are nicely added to the leads. Leaddashlet. underneath the callcard
However within the callcard there is no related to field Should be leads and then the leadname. That one is empty?

regards,
Vinnie

2

Thanks for highlighting this.

3

Hi Will

Thanks for the feedback already solved the issue myself you have to add some fields to the workflow

However I am now strugeling with another small thing maybe you can help me out. I assigned leads to a collequa now I want the calls under those leads will also be assigned to my collequa because the calls are now still assigned to me. Can you help me out

Thanks and regards,
Vincent